63
33
Growth Score
-20 pts
Heat Score
-37 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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325343
SHP Financial provides retirement-focused financial planning and wealth management services.
Acquired by 
Bluespring Wealth Partners
- Matthew C. Peck: Co-Founder and Managing Partner
- Keith Ellis: Owner and CEOPast Role: Banker Life and Casualty, Sales/Manager
About the Company
SHP Financial offers financial planning and wealth management services focused on retirement readiness and long-term financial strategies. The company provides structured planning across income, investment, tax, healthcare, and legacy needs through its SHP Retirement Road Map® process that guides individualized financial goals. Its services include
creating personalized retirement income plans, advising on diversified investment portfolios, and coordinating tax considerations as part of a broader financial plan. SHP Financial also supports healthcare cost planning and estate arrangement guidance to help clients address future financial responsibilities holistically.
