Sweeney Financial Management
Samuel G. Graham
CFP®
Wealth Advisor
Helping clients build clarity around their financial lives through thoughtful planning, investment analysis, and a fiduciary commitment to putting their needs first.
About Sam
Sam Graham joined Sweeney Financial Management in 2015 after graduating from the University of New Hampshire with a Bachelor of Science in Finance and Accounting. He works closely with the team to advise clients, support portfolio management, and provide analysis and coverage across a wide range of diversified investments.
Sam works directly with clients to provide comprehensive financial planning services for those who want to better understand their financial lives. His work spans everyday questions on investments, retirement saving, education funding, and estate planning, through to full goal-oriented financial plans tailored to each client's needs.
Sam is a CERTIFIED FINANCIAL PLANNER™ professional and earned a Financial Planning Certificate through Boston University. As a fiduciary, he proudly serves clients by putting their needs first in every financial situation.
Sam lives in Manchester, New Hampshire and has a large family across New England whom he loves spending time with. Outside the office, he plays basketball, football, and golf, and is an unwavering fan of every New England sports team. He has attended numerous Celtics playoff games and even a Patriots Super Bowl. Sam takes full advantage of all New Hampshire has to offer: snowboarding and hiking in the mountains, the lakes, and the beaches. He also enjoys traveling to experience new places and meet new people from around the world.
Areas of Focus
Comprehensive Financial Planning
Building goal-oriented financial plans that connect your investments, savings, and life goals into one clear picture.
Investment Analysis & Coverage
Providing research and ongoing coverage across a diversified set of investment options the firm uses to serve clients.
Retirement Savings Strategy
Helping clients of every age plan, save, and invest toward a confident retirement.
Education Funding
Coordinating 529 plans, savings strategies, and education funding decisions for clients and their families.
Estate Planning Coordination
Working alongside clients and their attorneys to make sure beneficiaries, accounts, and intentions stay aligned.
Everyday Financial Questions
A go-to advisor for the day-to-day decisions that quietly shape your financial life over time.
Let's Talk
Schedule a Meeting with Sam
Whether you'd like to review your plan, talk through a financial question, or simply check in, Sam welcomes the conversation. Choose a time that works for you.
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