For over a decade, SHP Financial has helped individuals and families plan for financial independence in retirement. As Investment Advisor Representatives we’re legally bound to work with the highest integrity and transparency and to always put your needs above all else. 

Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC-registered investment advisor. Insurance sales are offered through SHP Financial, LLC. These are separate entities.

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Finance

Insurance

Investment Management

SHP Financial

SHP Financial's headquarters in Plymouth, United States

Keith Ellis

This department provides expert guidance and strategic insights to support decision-making across the organization.

Advisory Services

This department focuses on the management and execution of new business processes and workflows.

Business Processing

The Client Services team at SHP Financial is dedicated to ensuring a smooth and supportive experience for all clients. This team handles client inquiries, processes new business paperwork, manages client accounts, and addresses any service-related issues. They aim to maintain high levels of satisfaction by providing prompt and efficient assistance, embodying the company’s commitment to transparency and integrity in financial planning and advisory services.

Client Services

This department provides expert guidance and investment strategies to clients for managing their finances and achieving their financial goals.

Financial Advisory Services

The Specialists Team at SHP Financial is responsible for managing and optimizing various aspects of client investment portfolios and insurance needs. The Data Entry Specialist ensures that all client data is accurately recorded and maintained, while the Data Specialist analyzes data to support informed decision-making. The Trading Specialist oversees the execution of trades and monitors market conditions to enhance portfolio performance. The Life Solutions Associate focuses on integrating insurance solutions into clients' financial plans to ensure comprehensive coverage and risk management.

Specialists Team

The Advisory and Business Development Team at SHP Financial is responsible for guiding clients toward financial independence by providing tailored investment advisory services and fostering client relationships. They work collaboratively to ensure the highest level of integrity and transparency in their financial planning and investment processes. This team also identifies new business opportunities and continually innovates advisory solutions to meet the evolving needs of both new and existing clients.

SHP Financial

Org chart

Teams

Advisory Services

Business Processing

Client Services

Financial Advisory Services

Specialists Team

Advisory and Business Development Team

Offices

SHP Financial

Org chart

Teams

Advisory Services

Business Processing

Client Services

Financial Advisory Services

Specialists Team

Advisory and Business Development Team

Offices

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