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- April 2025

Glenn Sweeney |
SFM OBSERVER April 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: May 7, 2025 The Dow closed the month of April at 40,669 for a monthly loss of -1,332 points or -3.2%. The Trump Tariffs are still front and center and have been causing volatility in the investment markets because of the on/off nature of statements coming out of Washington and the fact that they are beginning to have an...
Two people in an office working together at a laptop.

How to Dive into Business Succession Planning: 10 Key Questions

Glenn Sweeney |
Categories
Investments
Finance
Tax Planning
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do not have a documented succession plan. 1 Why? Many business owners say they haven’t put together a succession plan...

Market Volatility and The SFM Perspective

Glenn Sweeney |
Market Volatility and Our Perspective April 8, 2025 Last week, the stock market experienced a sharp and sudden decline following the Trump administration’s announcement of new tariffs. The back-and-forth in trade policy, especially when broadcasted through headlines and media leaks, has created significant uncertainty. Markets dislike uncertainty. Right now, investors are taking some of the gains they’ve made in the last two years and waiting to see what happens next. Investing at times, feels like...

 

Form CRS REVISED 08-09-2024.pdf

Form CRS