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

multiple lines branching from a singular point

5 Financial Crossroads That Could Reshape Your Future

Glenn Sweeney |
Categories
Finance
Retirement
Family
Tax Planning
Risk Management
You know how life tends to throw in a few plot twists? They don't ask if you're ready. They just show up—with potential financial consequences tagging along. A layoff. A diagnosis. A parent who needs help. These moments don't come with instruction manuals. But they do come with price tags, deadlines, and decisions that can echo for years. The good news? You don't have to wait until you're standing in the middle of a crossroad...

Sweeney Financial Management OBSERVER- February 2026

Glenn Sweeney |
SWEENEY FINANCIAL MANAGEMENT OBSERVER A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS ▲ ▲ ▲ February 2026 Recap Issued March 4, 2026 Market Overview February delivered a more mixed tone for financial markets as investors digested renewed inflation data, shifting interest rate expectations, and continued earnings results. The Dow Jones Industrial Average broke through 50,000 for the first time before declining to 48,977, finishing the month down 0.8%, while the S&P 500 slipped 0.5%. The...
driver looking forward towards the road with their eyes reflected in the rearview mirror

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Glenn Sweeney |
Categories
Tax Planning
Finance
Retirement
Investments
Many people think about taxes once a year — when April rolls around and it's time to file. By then, the year is already in the rearview mirror. The decisions that could have made a difference? Many of the deadlines for them already passed. That's the gap between tax preparation and tax planning. And understanding the difference could change how you think about your money — not just in the spring, but all year long...

 

Form CRS REVISED 07-28-2025.docx

Form CRS