What departments does SHP Financial have?

SHP Financial has employees across 3 departments including Operations, Administrative, Analytics.

What is the largest department at SHP Financial?

The largest department at SHP Financial is Operations with 1 employees.

Where are SHP Financial employees located globally?

SHP Financial has employees across 2 continents and 2 countries including Indonesia, United States Of America.

How has SHP Financial's team size changed over time?

SHP Financial's team has decreased from approximately 58 to 54 employees based on available data.

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SHP Financial Employee Directory

Financial ServicesMassachusetts, United States51-200 Employees

SHP Financial is a financial services company based in Barnstable, Massachusetts, and employs 51-200 people. The firm provides financial planning and wealth management services targeted at individuals in or nearing retirement, using a holistic planning approach. Investment advisory services are offered through SHP Wealth Management LLC, an SEC-registered investment adviser, while insurance sales are conducted through SHP Financial, LLC, with advisors potentially offering products from either entity. The organization operates from a main office in Plymouth, Massachusetts, with fully staffed offices in Hyannis and Woburn and a satellite office in Braintree; offices in Westborough and Marlborough are listed as convenient locations for client meetings. In December 2025, Bluespring Wealth Partners, a Kestra Holdings subsidiary, acquired SHP Financial, LLC.

SHP Financial Global Highlights

North America
81

United States Of America
81

Asia
1

Indonesia
1

SHP Financial's Leadership

M. M.
Director Of Operations
Mobile Phone
Email
J. C.
Office Manager
Mobile Phone
Email
B. B.
Service Representative
Mobile Phone
Email
V. K.
Investment Analyst
Mobile Phone
Email

SHP Financial Employee Metrics

100%

50%

2026

2025

Banking
Consultant
Business
Finance
Sales
Other
Accounting
Analytics

Contact profiles from SHP Financial

Name

Title

Contact Info

Location

Last Update

M. M.
Director Of Operations
Mobile Phone
Email
Oct 22, 2024
J. C.
Office Manager
Mobile Phone
Email
Oct 22, 2024
B. B.
Service Representative
Mobile Phone
Email
Oct 22, 2024
V. K.
Investment Analyst
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is SHP Financial known for?

SHP Financial was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-508-746-****

. Explore SHP Financial's company overview page for more information.

What is SHP Financial's most common email format?

SHP Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SHP Financial email formats with LeadIQ.

How many employees does SHP Financial have currently?

SHP Financial has approximately 61 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are SHP Financial's key employees and leadership?

As of July 2026, SHP Financial's key employees include:

Director Of Operations: M. M.
Office Manager: J. C.
Service Representative: B. B.
Investment Analyst: V. K.

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SHP Financial Employee Directory

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