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

SFM Observer- November 2025

Glenn Sweeney |
SFM OBSERVER November 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: December 3, 2025, 2025 The Dow closed the month of November at 47,716, gaining 154 points or 0.3% for the month. The equity markets saw a slight rebound in late November as optimism around a potential Federal Reserve interest rate cut in December. Trading was volatile this month, particularly among high-valuation artificial intelligence stocks. Persistent inflation concerns and stubborn...
people running up and down escalators

One Economy, Two Realities: Understanding Today's Economic Divide

Glenn Sweeney |
Categories
Finance
Investments
Savings
Credit
Risk Management
Retirement
It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity. This isn't new. But recent economic data makes the divide unusually visible. Recognizing this divide can change how we think about (and react to) the headlines. When Economic Signals Might Contradict Economic indicators paint a puzzling picture. Market gains create wealth while financial stress intensifies. Corporate profits surge while consumer confidence splits. Premium...

SFM Observer- October 2025

Glenn Sweeney |
SFM OBSERVER October 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: November 4, 2025 The Dow ended the month of October at 47,562, gaining 1,352 points, or 2.9%, as investors reacted positively to the Federal Reserve’s long-awaited decision to cut interest rates by 0.25%. The move, widely anticipated, marks the second rate cut. Markets are hopeful that lower borrowing costs will help revive housing and consumer spending, both of which...

 

Form CRS REVISED 07-28-2025.docx

Form CRS