About My Practice
Sweeney Financial Management, LLC (SFM, LLC) is a Registered Investment Advisor (NH License #4533) providing "Fee-Only" financial advice, personal financial plans and portfolio management services to individuals and business owners. We are members of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and the New Hampshire Society of Certified Public Accountants. The principal of our firm is Glenn Sweeney, CFA®, CPA®.
What makes us qualified to give you financial advice?
We have over 25 years experience in investing, tax planning and running businesses. Chris June is a CERTIFIED FINANCIAL PLANNER™ practitioner CFP®. Glenn is a Chartered Financial Analyst CFA® and a Certified Public Accountant CPA®. Glenn’s past experience includes Tax Manager of a large regional CPA firm, Vice President of a multi-million dollar investment company, CFO of a major construction company and founder and principal of SFM, LLC. In these various roles we have managed stock and bond portfolios, prepared detailed financial plans, assisted in estate planning, prepared 100's of tax returns, bought sold and managed real estate, invested in natural gas wells, directed a pension fund, analyzed tax shelters, sold a client's business to a Fortune 500 company, and helped small business owners grow.
What can we do for you?
We can help you plan and execute a successful retirement. Many people come to us with a collection of IRA's, 401k's, savings accounts, and other investments and ask the question, "How and when can I retire with all this stuff?" Another common question we are asked is, "What's the best way to set aside money for my kid's college?" Another is, "When I retire, which account should I use for living expenses and how much am I able to take out?" These are the questions we can answer and help you implement the solutions. If you have a more complicated situation, we can usually help with those issues as well.
What does "Fee-Only" really mean?
"Fee-Only" means we do not, under any circumstances, accept commissions for selling products. This eliminates conflicts of interest and allows us to select the best investments for you with very low transaction costs. We disclose all fees up front.
Am I the right type of client for SFM?
Our philosophy at SFM is to help everyone who contacts us. Our clients run the gamut from an 85 year old widow living in an assisted living facility to a 28 year old software consultant trying to be smart early. Our typical client is middle aged and starting to consider retirement. We manage portfolios from $125,000 to several million dollars. Our fee structure is very competitive.
If we sound like the type of advisor you'd like to work with, please feel free to email me at email@example.com or give me a call at (603) 625-8400 to set up a free consultation. For more info, please visit our website at www.sfmllc.net.
Since joining SFM in 2002 I have spent my time providing customized financial planning and investment advisory services. My specialty and passion is designing and managing investment portfolios for my clients.
I graduated from Babson College in Wellesley, MA with a B.S. in Business Management and a concentration in Finance. Prior to joining SFM, I worked as a financial planning associate for American Express Financial Advisors (now known as Ameriprise Financial). I currently live in Goffstown, NH with my wife Mandy and daughter Zoe.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: Chris has been providing financial planning and investment advice at Sweeney Financial Management (SFM) for over 10 years. Please contact him with any questions at 603-625-8400, email: firstname.lastname@example.org, and website: www.sfmllc.net
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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