Sweeney Financial Management
Glenn P. Sweeney
CFA®
Founding Partner · Wealth Advisor
Bringing nearly three decades of investment expertise and a founder's commitment to helping clients build, protect, and pass on wealth with confidence.
About Glenn
Glenn Sweeney is the founding partner of Sweeney Financial Management and a Chartered Financial Analyst (CFA®) charter holder. For nearly three decades, Glenn has dedicated himself to building the firm, serving clients, and leading portfolio design and investment management. His work reflects a deep commitment to independent, fee-only advice and to building lasting relationships with the families and business owners SFM serves.
Glenn's career in finance spans both sides of the table. He spent seven years in public accounting at a large New Hampshire CPA firm, where he served as a Tax Manager working with individual, corporate, and partnership clients. He then moved into investment management as Vice President of the Denmor Companies, where he managed a multi-million dollar portfolio for a private entrepreneur for ten years. That combined experience in tax, accounting, and portfolio management continues to inform how he approaches client work today.
Glenn holds a B.S. in Accounting from the State University of New York and is a member of the CFA Institute and the New Hampshire Society of Certified Public Accountants (NHSCPA).
Glenn lives in Amherst, New Hampshire with his wife. He is the proud father of two adult sons and the even prouder grandfather of four wonderful grandchildren.
Areas of Focus
Portfolio Design & Management
Building disciplined investment portfolios shaped by decades of market experience and a deep understanding of each client's goals.
Investment Research & Strategy
Applying CFA-level analytical depth to security selection, asset allocation, and long-term market positioning.
Tax-Aware Wealth Management
Drawing on a CPA background to coordinate investment and tax decisions across a client's full financial picture.
Multigenerational Planning
Helping families think across generations: building wealth today, protecting it tomorrow, and passing it on with intention.
Business Owner Advisory
Guiding entrepreneurs through the financial decisions that come with growing, operating, and eventually exiting a business.
Long-Term Client Stewardship
Honoring nearly three decades of relationships built on trust, transparency, and putting the client first.
Let's Talk
Schedule a Meeting with Glenn
Whether you'd like to review your portfolio, talk through a major decision, or simply check in, Glenn welcomes the conversation. Choose a time that works for you.
Office
Mobile · Text
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