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Blog

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Aug 21, 2025
Categories
Retirement
When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding...
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SFM Observer- July 2025

Aug 11, 2025
SFM OBSERVER July 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: August 7, 2025 The Dow...
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Top 4 Social Media Money Scams & How to Spot Them

Jul 22, 2025
Categories
Investments
Finance
Lifestyle
Privacy
Savings
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and...
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SFM Observer- June 2025

Jul 9, 2025
SFM OBSERVER June 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: July 3, 2025 The Dow closed...
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The New Face of Fraud: How AI Is Changing the Scam Game

Jun 18, 2025
Categories
Technology
Technology has changed nearly everything about the way we live, work, and connect including how scammers operate. Once...
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SFM Observer- May 2025

Jun 5, 2025
SFM OBSERVER May 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: June 4, 2025 The Dow closed...
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A person in a suit sitting behind a chessboard with their hands together in a "ready to play" position.

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

May 20, 2025
Categories
Investments
Retirement
Tax Planning
What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time...
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SFM Observer- April 2025

May 8, 2025
SFM OBSERVER April 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: May 7, 2025 The Dow closed...
Read More
Two people in an office working together at a laptop.

How to Dive into Business Succession Planning: 10 Key Questions

Apr 29, 2025
Categories
Investments
Finance
Tax Planning
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many...
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Market Volatility and The SFM Perspective

Apr 10, 2025
Market Volatility and Our Perspective April 8, 2025 Last week, the stock market experienced a sharp and sudden decline...
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SFM Observer- March 2025

Apr 8, 2025
March 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS
Read More
Two people working at a table in an office using a calculator.

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Mar 24, 2025
Categories
Tax Planning
Investments
Retirement
Estate Planning
Real Estate
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each...
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Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact Us 

About Us

SFM, LLC was founded by Glenn Sweeney in 1998 to help individuals, families, and small businesses obtain objective, unbiased, and honest financial advice. Glenn spent the first seven years of his career working for a large, New Hampshire CPA firm before he decided to migrate from accounting to finance. He went on to spend the next ten years as the Vice President of Denmor Companies where he managed a multimillion dollar investment account for a wealthy entrepreneur. From here, he earned his CFA Charter and founded SFM; that was nearly nineteen years ago. Since the inception of SFM, Glenn has assembled a trustworthy team of financial professionals to support him in providing clients with financial stability.

Questions? Get in touch

Contact Info

Address:

575 Front Street
Manchester, NH 03102
United States

Phone:

(603) 625-8400

Fax:

(603) 625-8484

Email:

cjune@sfmllc.net

     

SFM, LLC ("SFM") is a registered investment advisory firm with New Hampshire, Massachusetts, and Florida. SFM and its representatives are in compliance with current registration and/or filing notice requirements. SFM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusions from registration requirements. SFM's web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, SFM's web site on the Internet should not be construed by any consumer and/or perspective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Additional information is also available on the internet at www.adviserinfo.sec.gov. Our searchable IARD number is 116564. A copy of SFM's Part 2 of Form ADV is available upon written request. SFM does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to SFM's web site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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