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: January 4, 2022 The Dow closed the month of December at 36,338 for a rally of 1,855 points or 5.4%. This yearend gift is called the Santa Claus rally on Wall Street and typically occurs at the end of December. Who says there is no Santa Claus? On the other hand, the Federal Reserve (aka the Grinch) tried to kill the rally with the proclamation that they are draining the easy money punch bowl...
Issued: December 8, 2021 The Dow closed the month of November at 34,483 for a drop of -1,336 points or -3.7%. This loss is similar to the loss sustained in September and is typical of the volatility experienced during the fourth quarter of the calendar year. Jerome Powell has been renominated as head of the Federal Reserve after some debate in the Biden administration. The markets prefer a steady course at the Fed and don’t...
Issued: November 9, 2021 The Dow closed the month of October at 35,819 for a gain of 1,976 points or 5.8%. This gain erases the 1,500 point drop in September and creates a positive return for the two month period. On the inflation front, oil is up over 10% a barrel in one month impacting the cost of delivery, travel, energy and heating just before the busy holiday season. With all of the challenges facing...