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: August 4, 2022 The Dow closed the month of July at 32,845 for a gain of 2,070 points or 6.7%. It was close to a reversal of the loss suffered in June which was a terrible month for investments. The Fed raised short term interest rates by ¾% this month resulting in a new prime rate of 5.5% (this is the rate most of you will pay now on your home equity loans). It...
Market Synopsis: Second Quarter 2022 The second quarter of 2022 continued with the stock and bond market declines that we experienced in the first quarter of 2022. Inflation in the US has stayed stubbornly high for the time being, and while it has shown signs of topping out and will likely decline in the future, the uncertain timing causes investors to worry. The US Federal Reserve is attempting to curb inflation by raising interest rates...