Welcome to SFM

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. 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 the overall portfolio structure in order for 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 Stated Securities and Exchange Commission (SEC).

Meet The Team

 

SFM Insights

SFM Observer - September 2024

Glenn Sweeney |
Issued: October 2, 2024 The Dow closed the month of September at 42,330 for a monthly gain of 747 points or 1.8%. The Federal Reserve came through with a ½ % cut in short term interest rates. They have two more meetings this year and rate cuts are expected to continue at these meetings. Inflation numbers have been coming in as expected and approaching the Fed’s 2% target. The big banks have warned that consumer...
A trail in a forest splitting into two divergent paths.

How to Beat Investing FOMO: The Power of Patient Wealth Building

Glenn Sweeney |
Categories
Investments
Finance
Can you relate to any of the following? “I should have bought that stock before the company went public!” “What a shame — I wish I had invested in that new tech before it went mainstream!” What’s the next “unicorn” that will make a fortune?” It’s common to feel this way. Many of us experience “fear of missing out” — or FOMO — in our financial lives. 1 When we do, it can cloud our...

SFM Observer - August 2024

Glenn Sweeney |
Issued: September 5, 2024 The Dow closed the month of July at 41,563 for a monthly gain of 720 points or 1.8%. The month started with a big drop and then steadily recovered over the last three weeks of the month. The statistics from the job market took a turn for the worse in July and investors reacted. The unemployment rate rose to 4.3% which is not historically high but high compared to the last...

 

Form CRS REVISED 08-09-2024.pdf

Form CRS