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- December 2025

Glenn Sweeney |
SFM OBSERVER December 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: January 7, 2026 The Dow closed the month of December at 48,102, gaining 386 points or 0.8% for the month. Equity markets ended the year on a relatively calm note after a volatile fall. While the much-anticipated Santa Claus rally was modest, stocks finished 2025 near record highs as investors continued to digest the Federal Reserve’s policy outlook for...
reflection showing in a lake

What 2025 Taught Us About Staying the Course

Glenn Sweeney |
Categories
Investments
Finance
Risk Management
Retirement
Some years pass quietly. 2025 wasn't one of them. Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested patience across the board. And yet, as we close out December, the real story isn't about what the markets did. It's about how we responded. 2025 Market Volatility: A Year in Review Even those who tried to tune out the noise found it crashing through anyway: The Spring Selloff...

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...

 

Form CRS REVISED 07-28-2025.docx

Form CRS