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- December 2024

Glenn Sweeney |
SFM OBSERVER December 2024 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: January 7, 2025 The Dow closed the month of December at 42,544 for a monthly loss of -2,366 points or -5.3%. A complete flip from the month of November when the market was up over 7%. The Santa Claus rally stalled out this year. I am going to use this issue of the OBSERVER to go over annual investment...
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7 Milestones At Age 50 & Above

Glenn Sweeney |
Categories
Retirement
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement planning and your financial life. Here’s a look at why, with a focus on each milestone birthday after 50 and the role it can play in your overall financial wellness. Age 50: Catch-Up Contributions When you turn 50, you can start to make "catch-up" contributions to your 401(k)s...

SFM Observer- November 2024

Glenn Sweeney |
SFM OBSERVER November 2024 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: December 5, 2024 The Dow closed the month of November at 44,910 for a monthly gain of 3,147 points or 7.5%. A monster return for one month. It was an election rally that celebrated the Trump victory and also the removal of the anticipated disruption and violence that a disputed election would have caused. Bitcoin and other cryptocurrencies have...

 

Form CRS REVISED 08-09-2024.pdf

Form CRS