Insights

Niche Market Focus SFM Sweeney Financial Management specializes in personalized, fiduciary-driven financial services for high-net-worth clients, presenting an opportunity to offer premium financial technology and wealth management solutions tailored to their client segment.

Technology Adoption The firm utilizes a modern tech stack including AWS and Google Maps, indicating openness to innovative digital tools; sales efforts could focus on advanced fintech integrations and secure client platform enhancements.

Growth Potential With revenues ranging from 10 to 25 million dollars and a relatively small team, SFM is poised for scalable service offerings and could benefit from targeted financial products, compliance services, or operational efficiency tools to support expansion.

Competitive Landscape Competing with large segments like Charles Schwab and Fidelity suggests opportunities to provide boutique, customizable services or niche investment products that differentiate SFM in a crowded market.

Market Expansion Given its regulatory registration with the SEC and focus on long-term financial planning since 1998, there is potential to expand marketing efforts towards affluent individuals and small businesses seeking trustworthy, fiduciary financial management.

SFM Sweeney Financial Management Tech Stack

SFM Sweeney Financial Management uses 8 technology products and services including Amazon Web Services, Joomla, MooTools, and more. Explore SFM Sweeney Financial Management's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Joomla
    Content Management System
  • MooTools
    Javascript Frameworks
  • Pikaday
    Javascript Libraries
  • Moment.js
    Javascript Libraries
  • Google Maps
    Maps
  • X-Content-Type-Options
    Web & Portal Technology
  • AddToAny
    Widgets

Media & News

SFM Sweeney Financial Management's Email Address Formats

SFM Sweeney Financial Management uses at least 1 format(s):
SFM Sweeney Financial Management Email FormatsExamplePercentage
FLast@sfmllc.netJDoe@sfmllc.net
50%
FLast@sfmllc.netJDoe@sfmllc.net
50%

Frequently Asked Questions

Where is SFM Sweeney Financial Management's headquarters located?

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SFM Sweeney Financial Management's main headquarters is located at 575 Front Street Manchester, New Hampshire 03102 United States. The company has employees across 1 continents, including North America.

What is SFM Sweeney Financial Management's phone number?

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You can contact SFM Sweeney Financial Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is SFM Sweeney Financial Management's official website and social media links?

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SFM Sweeney Financial Management's official website is sfmllc.net and has social profiles on LinkedIn.

What is SFM Sweeney Financial Management's SIC code NAICS code?

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SFM Sweeney Financial Management's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does SFM Sweeney Financial Management have currently?

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As of March 2026, SFM Sweeney Financial Management has approximately 11 employees across 1 continents, including North America. Key team members include Owner & Certified Financial Planner / Wealth Manager ★ Cfp® ★ Fee-Only Registered Investment Advisor: C. J.Partner & Wealth Advisor: D. S.Wealth Advisor: S. G.. Explore SFM Sweeney Financial Management's employee directory with LeadIQ.

What industry does SFM Sweeney Financial Management belong to?

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SFM Sweeney Financial Management operates in the Financial Services industry.

What technology does SFM Sweeney Financial Management use?

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SFM Sweeney Financial Management's tech stack includes Amazon Web ServicesJoomlaMooToolsPikadayMoment.jsGoogle MapsX-Content-Type-OptionsAddToAny.

What is SFM Sweeney Financial Management's email format?

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SFM Sweeney Financial Management's email format typically follows the pattern of FLast@sfmllc.net. Find more SFM Sweeney Financial Management email formats with LeadIQ.

When was SFM Sweeney Financial Management founded?

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SFM Sweeney Financial Management was founded in 1998.

SFM Sweeney Financial Management

Financial ServicesNew Hampshire, United States11-50 Employees

SFM is a fee-only investment management firm located in Manchester, New Hampshire, just west of the Merrimack River. Clients receive services that include unbiased investment analysis, financial planning, portfolio management, business solutions and other specialized services. Our firm understands the level of trust a person places in his/her financial manager and makes a commitment to always be true to that fiduciary role. We will exhibit the same level of care and concern for your financial affairs as we do for our own families' assets.

Since 1998, we have helped our clients analyze their assets, retirement savings, 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.

SFM, LLC is a registered investment advisor with the United Stated Securities and Exchange Commission (SEC).

Section iconCompany Overview

Headquarters
575 Front Street Manchester, New Hampshire 03102 United States
Phone number
Website
sfmllc.net
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1998
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    SFM Sweeney Financial Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    SFM Sweeney Financial Management's revenue is estimated to be in the range of $10M$25M

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