Question 1

What is SFM?

Accepted Answer

SFM is a fee-only investment management firm located in Manchester, New Hampshire. They provide services such as unbiased investment analysis, financial planning, portfolio management, business solutions, and other specialized services.

Question 2

What is the firm's approach?

Accepted Answer

SFM believes in honesty, transparency, and trust when forming an advisor-client relationship. They take a team approach to provide security, diligence, and customization that clients may not receive from an individual investment advisor.

Question 3

What qualifications do the team members have?

Accepted Answer

The SFM team includes Glenn P. Sweeney, who is a CFA® (Chartered Financial Analyst) founding partner. The firm's team approach provides clients with the expertise and care of multiple financial professionals.

Question 4

What is SFM's commitment to its clients?

Accepted Answer

SFM understands the level of trust a person places in their financial manager and makes a commitment to always be true to that fiduciary role. They exhibit the same level of care and concern for their clients' financial affairs as they do for their own families' assets.

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Sweeney Financial Management

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