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Blog

SFM Observer - January 2018

Feb 1, 2018
Sweeney Financial Management A concise review of the month in investment markets. The Dow entered 2018 in a full sprint...
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SFM Observer - December 2017

Jan 17, 2018
Categories
SFM Observer
Sweeney Financial Management A concise review of the month in investment markets. The Dow closed the year at 24,719 for...
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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, Sweeney Financial Management, is a fee-only fiduciary investment advisory firm based in Manchester, New Hampshire. We provide independent financial planning and investment management to individuals, families, and small business owners.

As a fee-only firm, we don't sell financial products or earn commissions; our only compensation comes directly from our clients. That means every recommendation we make is based on what's best for you, not what pays us the most. We are legally and ethically bound to put your interests first, and we take that responsibility seriously.

Since 1998, our team has helped clients build and protect their wealth through comprehensive financial planning, disciplined portfolio management, and straightforward guidance they can trust. Whether you're planning for retirement, managing a career transition, saving for education, or growing a business, we work alongside you to create a plan that fits your life, not a one-size-fits-all solution.

Our advisory team holds CFP®, CFA®, and CRC® designations, bringing more than 80 years of combined experience in investment research, financial planning, and client service. We operate as a team, which means our clients benefit from the perspective and collaboration of multiple experienced advisors, not just one person.

We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are the right fit. Contact us today.

Questions? Get in touch

Contact Info

Address:

575 Front Street
Manchester, NH 03102
United States

Phone:

(603) 625-8400

Fax:

Email:

cjune@sfmllc.net

     

SFM, LLC ("SFM") is a registered investment advisory firm in New Hampshire, Massachusetts, and Florida. SFM and its representatives comply 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 website is limited to the dissemination of general information about its investment advisory and financial planning services. Accordingly, SFM's website on the Internet should not be construed by any consumer and/or prospective 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 website 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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