Welcome to SFM, LLC

Independent. Fiduciary. Focused on you.

SFM is a fee-only investment management firm located in Manchester, New Hampshire, just west of the Merrimack River. Clients receive services that include unbiased investment analysis, financial planning, portfolio management, business solutions, and other specialized services tailored to their needs. Our firm understands the level of trust a person places in their financial advisor and makes a commitment to always be true to that fiduciary role. We will exhibit the same level of care and concern for your financial affairs as we do for our own families.

Since 1998, we have helped our clients analyze their assets, retirement savings, and business holdings to optimize their overall portfolio structure, enabling them to achieve long-term success. Our team approach provides security, diligence, and customization that clients may not receive from an individual investment advisor. SFM believes honesty, transparency, and trust are paramount in forming an advisor-client relationship; we look forward to helping you.

SFM, LLC is a registered investment advisor with the United States Securities and Exchange Commission (SEC).

Certified Financial Planner
Charter Financial Analyst
Financial Planning Association
Certified Retirement Counselor

Meet The Team

 

SFM Insights

SFM Observer- September 2025

Glenn Sweeney |
SFM OBSERVER September 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: October 6, 2025 The Dow closed the month of September at 46,210, gaining 666 points or 1.5% for the month. The Federal Reserve cut interest rates by a quarter point—the first rate cut since 2020—as economic data continued to show slowing growth and softer job creation. Consumer confidence weakened, and several major employers announced hiring freezes. Despite the soft...

Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Glenn Sweeney |
Categories
Investments
Finance
Savings
Risk Management
The Dow crosses 45,000. Your brain whispers: "This has to be the top." The market drops 15%. Your brain screams: "Get out before it gets worse!" Different scenarios. Same result: your brain hijacking your long-term investment strategy. If you've ever felt paralyzed by market highs or panicked during market lows, you're not an outlier. You're human. The brain’s wiring is great for responding to immediate danger, like avoiding a snake. But that same instinct can...

SFM Observer- August 2025

Glenn Sweeney |
SFM OBSERVER August 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: September 8, 2025 The Dow closed the month of August at 45,544 for a monthly gain of 1,413 points for a gain of 3.2%. Trump is putting his stamp of the Federal Reserve appointing new members and vetting a replacement for Chairman Powell when his term expires next Spring. He is pushing hard for lower interest rates to stimulate...

 

Form CRS REVISED 07-28-2025.docx

Form CRS