SFM Sweeney Financial Management, LLC

Specialties

We provide Investment Management and Financial Planning for Entrepreneurs & Individuals. We have helped our clients analyze their investment assets, retirement savings including 401(k)‘s, and business holdings to optimize the overall portfolio structure in order for them to achieve long term success. Our team approach provides security, diligence, and customization that clients may not receive from an individual investment advisor. SFM believes honesty, transparency, and trust are paramount in forming an advisor client relationship; we look forward to helping you.

History

Established in 1998.

SFM, LLC was founded by Glenn Sweeney to help individuals, families, and small businesses obtain objective, unbiased, and honest financial advice.

Meet the Business Owner

Glenn S.

Business Owner

Glenn is a CFA charterholder and a Certified Public Accountant. For the past 17 years Glenn has concentrated his efforts on client service and portfolio design and management. His many years of experience includes seven years of public accounting for a large New Hampshire CPA firm where he served as a Tax Manager for individual, corporate and partnership clients. Moving into investment management, Glenn served 10 years as Vice President of the Denmor Companies where he managed a multi-​million dollar portfolio for a wealthy entrepreneur. Glenn holds a BS in accounting from The State University of New York and is a member of the AIMR, NAPFA and NHSCPA. Glenn is married with two sons and resides in Amherst, NH.