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SFM LLC

EST. AUM
$403,185,072

CONTACTS

CLIENT ACCOUNTS
806

Firm Details

Metro area Manchester, NH
CRD Number 116564
Website sfmllc.net
Client types

Overview

Sweeney Financial Management, LLC (SFM) is a fee-only fiduciary registered investment advisor headquartered in Manchester, New Hampshire, providing independent financial planning and investment management services to individuals, families, and small business owners since 1998. The firm is registered with the SEC and licensed in New Hampshire, Massachusetts, and Florida, and operates under a team advisory model in which clients benefit from the combined perspective of multiple experienced advisors rather than a single relationship. SFM's advisory team collectively holds CFP®, CFA®, and CRC® designations and brings over 80 years of combined experience in investment research, financial planning, and client service.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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