Founding Partner & Wealth Advisor
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
Partner, Wealth Advisor, & Chief Investment Officer
Wealth Advisor
Wealth Advisor
Office Manager
SFM Insights
Issued: November 3, 2022 The Dow closed the month of October at 32,733 for a huge gain of 4,008 points or +14.0%! A historically massive gain for one month. The Fed just raised interest rates again by 0.75% bringing the new prime rate to 7.0% and lifting mortgage rates to 7.25%. The other stock market indices also gained but the Dow was the champ in October. The midterm elections are right around the corner and...
Market Synopsis: Third Quarter 2022 Many of you are aware that after 40 years of low inflation in the US, the price of goods and services consumers are paying is currently rising by 8% per year. This is a backwards looking measure and over the last few months the pace of inflation has not reversed as quickly as experts had hoped. Since May, the US Federal Reserve has been working to reduce inflation by raising...
Issued: October 6, 2022 The Dow closed the month of September at 28,725 for a loss of -2,785 points or -8.8%. A historically large loss for one month. The Fed raised interest rates again by 0.75% bringing the prime rate to 6.25% and lifting mortgage rates closer to 7%. This has slammed the brakes on the housing market and is leading to falling home prices. Last year, the Fed left interest rates at zero for...
