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 his/her financial manager 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' assets.

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- 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...
Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.

Top 4 Social Media Money Scams & How to Spot Them

Glenn Sweeney |
Categories
Investments
Finance
Lifestyle
Privacy
Savings
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud. 1 There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023. 2 And whether or not you’ve seen these cons in action, they don’t look the same today as they did even a year ago. 2 They’re becoming more personalized and harder to detect...

SFM Observer- June 2025

Glenn Sweeney |
SFM OBSERVER June 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: July 3, 2025 The Dow closed the month of June at 44,094 for a monthly gain of 1,824 points or 4.3%. The market continues to rally off the lows put in after Liberation Day. Investors are looking past the tariffs and are now comfortable with a Fed on hold. Inflation data has been calm and job data is still...

 

Form CRS REVISED 07-28-2025.docx

Form CRS