Sweeney Financial Management
David K. Snyder
CFP®, CRC®
Partner · Wealth Advisor
Helping clients build clarity and confidence around the financial decisions that shape their lives, their families, and their futures.
About David
David Snyder is a Partner and Wealth Advisor at Sweeney Financial Management, where he leads comprehensive financial planning and wealth management for individuals, families, and business owners across New Hampshire and beyond. His work centers on understanding what matters most to each client and building a long-term plan that reflects those priorities.
David holds the CERTIFIED FINANCIAL PLANNER™ designation and the Certified Retirement Counselor® certification. Along with his Bachelor's degree in finance, these credentials reflect his commitment to fiduciary advice and to the technical depth that complex planning requires. He brings particular focus to retirement income planning, tax-aware investing, and the practical, day-to-day decisions that quietly shape a family's financial life over decades.
Beyond client work, David is actively involved in the firm's growth and operations, helping shape how Sweeney Financial Management serves its clients today and how it will continue to do so in the years ahead.
Outside the office, David lives in Dunbarton with his Wife and their two young kids and enjoys being a Dad, exploring the outdoors, and traveling to find great scuba diving locations.
Areas of Focus
Comprehensive Financial Planning
Building a clear, written plan that connects your goals, your cash flow, and your investments.
Retirement Income Strategy
Designing sustainable withdrawal strategies and tax-efficient income for your retirement years.
Tax-Aware Investing
Coordinating investment decisions with your tax picture, including Roth conversions and asset location.
Estate & Legacy Planning
Helping you align your assets, beneficiaries, and intentions for the next generation.
Business Owner Planning
Coordinating retirement plans, exit strategies, and personal wealth for entrepreneurs and small business owners.
Equity Compensation
Navigating stock options, RSUs, and concentrated stock positions with a long-term plan in mind.
Let's Talk
Schedule a Meeting with David
Whether you'd like to review your portfolio, talk through an upcoming decision, or simply check in, David welcomes the conversation. Choose a time that works for you.
Office
Schedule