Wealth Management Services in Plymouth, MA
Comprehensive Wealth Management for a Confident Retirement
SHP Financial is a Plymouth-based wealth management firm dedicated to helping pre-retirees and retirees grow, protect, and organize their wealth. Headquartered at 225 Water Street in Plymouth, our team of fiduciary advisors builds personalized wealth management strategies centered on your retirement goals, not a generic plan.
Discover Your SHP Retirement Road Map©
At SHP Financial, we believe wealth management should do more than grow a portfolio. It should support the retirement you have been working toward. As a wealth management company based in Plymouth, we work with clients across the South Shore to build coordinated strategies that address income, investments, taxes, healthcare costs, and legacy goals together, not as separate pieces.
Our wealth management services start with a conversation about what matters most to you. From our Plymouth headquarters, our advisors take the time to understand your full financial picture, including your income sources, existing investments, and long-term goals, before recommending a strategy. That means every recommendation reflects your situation rather than a one-size-fits-all approach.
Your journey starts with the SHP Retirement Road Map®, a step-by-step process that turns wealth management into a clear, actionable plan you can follow for the rest of your life.
Our Financial Advisors
The advisors behind our wealth management services work from our Plymouth headquarters and bring decades of combined experience to every client relationship. Get to know the team dedicated to managing your wealth with care, transparency, and a long-term view.
As Seen or Heard On
Our wealth management team has been featured on NBC Boston, ABC, CBS, Kiplinger, NECN, and other regional and national outlets.
SHP Retirement Road Map©
Wealth Management Serving Plymouth, MA
SHP Financial is proud to call Plymouth home. Our headquarters at 225 Water Street, Building C, Suite C210, has served as the base for our wealth management services for more than 20 years. As a wealth management firm rooted in the South Shore, we work with clients throughout Plymouth and neighboring communities, including Kingston, Duxbury, Plympton, Carver, and Marshfield.
Whether you are comparing wealth management companies near you or looking to move on from a firm that does not offer the same level of personal attention, our Plymouth team is ready to sit down, review where you stand today, and build a plan centered on your retirement.
Clients also visit us at our fully staffed offices in Woburn and Hyannis, so wherever you are in Massachusetts, an SHP advisor is close by.
Plymouth Massachusetts - Main Office
225 Water Street, Building C, Suite C210, Plymouth, MA 02360
What can you expect from SHP?
We stand out as a leader among retirement planning firms serving Quincy and the South Shore in many ways, including:
Fiduciary Advice
As a fiduciary wealth management firm, we are held to a standard that requires us to act in your best interest.
Independent & Objective
We are not tied to proprietary products, so our wealth management recommendations are built around what fits your situation.
20+ Years of Experience
Two decades of experience serving pre-retirees and retirees throughout Plymouth and Massachusetts.
Comprehensive Planning
Our wealth management services bring income, investments, taxes, healthcare, and legacy planning together in one coordinated plan.
A Dedicated Team
Work with a consistent team of advisors who know your goals, your family, and your story.
A Proven Process
The SHP Retirement Road Map® gives you a clear plan you can follow with confidence, updated as your life changes.
Our Clients' Experiences
All of the following testimonials are from current SHP Financial clients, and no compensation has been given for their statements.
Ready to Put a Wealth Management Plan in Place?
Schedule a conversation with our Plymouth team and see how the SHP Retirement Road Map® can guide your wealth management strategy, from income and investments through healthcare and legacy planning.
Schedule a Consultation