SHP Financial Earns Distinction as a Top Workplace in Financial Planning for 2025

SHP Financial: A Champion of Workplace Culture



In a significant achievement, SHP Financial, a premier retirement and wealth planning firm based in Plymouth, MA, proudly announces its inclusion in Inc. magazine's list of Best Places to Work for 2025, specifically in the Financial Planning category. This accolade underscores SHP Financial's unwavering commitment to fostering an outstanding workplace culture where employees thrive.

Founded in 2003, SHP Financial has consistently strived to position itself as one of the region's most trusted retirement planning firms. With additional offices located in Woburn and Hyannis, the firm provides a comprehensive suite of financial planning services that include not only retirement income strategies but also investment management, tax planning, and insurance solutions.

The recognition by Inc. is a direct result of SHP Financial's dedication to creating a work environment that prioritizes the well-being and growth of its employees. Through exceptional employee feedback and a people-first approach, the firm has set a standard for what it means to invest in a team's success.

Derek Gregoire, Co-Founder and Partner at SHP Financial, expressed his gratitude, stating, "We are incredibly honored to be recognized by Inc. as one of the Best Places to Work in the Financial Planning category. This award is a reflection of the incredible team we've built—people who show up every day ready to support each other and serve our clients with passion and integrity."

At the core of SHP Financial's success is its culture, described as the backbone of all its operations. Matthew Peck, Co-Founder and Partner, emphasizes, "When our team feels valued, supported, and connected to a mission that matters, we're able to create an even greater impact for the families we serve."

The firm's commitment to employee development is evident in several key areas:
  • - Leadership Development: Employees are provided with opportunities to grow into leadership roles, ensuring a pipeline of well-prepared professionals.
  • - Continuing Education: SHP Financial invests in its staff's ongoing education, equipping them with the latest skills and knowledge to better serve clients.
  • - Flexible Work Environments: Recognizing the importance of work-life balance, the firm offers flexible work arrangements that contribute to a healthy workplace atmosphere.
  • - Collaborative Team Atmosphere: Teamwork is encouraged, fostering an environment where collective success is celebrated.

Employees frequently highlight specific aspects of the company's culture as outstanding. The praises center around transparency, a vibrant work environment, and ample opportunities for professional growth.

As SHP Financial continues its expansion, the leadership remains steadfast in their approach to sustaining a workplace where employees can engage in purpose-driven work while simultaneously pursuing personal development. By prioritizing the needs and aspirations of its staff, SHP Financial not only enhances employee satisfaction but also elevates the level of service provided to clients.

For those looking to learn more about SHP Financial or explore potential career opportunities within an award-winning workplace, visit SHP Financial's official website. This recognition serves as a testament to what can be achieved when a firm genuinely invests in its people, ensuring that team members feel inspired and valued in every aspect of their professional journey.

Topics Financial Services & Investing)

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