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- 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...

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Glenn Sweeney |
Categories
Retirement
When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding when to retire. Whether or not we realize it, we’re also considering our emotions and what we imagine for the future — we compare how we feel in our current circumstances to how we expect to feel in our anticipated retirement. 1 With that, we tend to overestimate our future emotions, thinking...

SFM Observer- July 2025

Glenn Sweeney |
SFM OBSERVER July 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: August 7, 2025 The Dow closed the month of July at 44,131 for a monthly gain of just 37 points for a rare flat month. The big news this month was passage of the One Big Beautiful Bill by Congress. This will extend the original Trump tax cuts passed in his first term and add some new tax cuts...

 

Form CRS REVISED 07-28-2025.docx

Form CRS