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- February 2025

Glenn Sweeney |
SFM OBSERVER February 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: March 5, 2025 The Dow closed the month of February at 43,841 for a monthly loss of -704 points or -1.6%. The Trump Tariffs have been causing volatility in the investment markets because of the on/off nature of statements coming out of Washington. Heightened uncertainty makes CEOs hesitant to make plans for the future because they don’t know what...
A crate overflowing with a harvest of vegetables.

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Glenn Sweeney |
Categories
Lifestyle
What financial habits have helped you most in life? Which ones have held you back? No matter how you answer those questions, your money habits have a lot to do with how you grew up. 1 They also can be shaped by when you grew up. That’s because each generation can have a distinct perspective and different experiences shaping their approach to money and financial choices. With that, every generation can bring its own strengths...

SFM Observer- January 2025

Glenn Sweeney |
SFM OBSERVER January 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: February 12, 2025 The Dow closed the month of January at 44,545 for a monthly gain of 2,001 points or 4.7% beating the S&P 500 and the NASDAQ to start the year. The Federal Reserve decided to hold interest rates where they are based on concerns around inflation. The economy grew at 2.5% last year which is a good...

 

Form CRS REVISED 08-09-2024.pdf

Form CRS