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SFM Sweeney Financial Management Employee Directory

Financial ServicesNew Hampshire, United States11-50 Employees

SFM Sweeney Financial Management is a fee-only investment management firm based in Manchester, New Hampshire. It provides unbiased investment analysis, financial planning, portfolio management, business solutions, and other specialized services under a fiduciary duty to act in clients' best interests. The firm emphasizes honesty and transparency in advisor–client relationships and uses a team-based approach to tailor its services. Since its founding in 1998, SFM has analyzed assets, retirement savings, and business holdings to optimize portfolio structures for long-term success. It is a registered investment adviser with the U.S. Securities and Exchange Commission, signaling its regulatory status within the financial services sector.

Find SFM Sweeney Financial Management employees' phone numbers or email addresses

SFM Sweeney Financial Management Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

SFM Sweeney Financial Management's Leadership

  • Stylized image of a person
    C. J.
    Owner & Certified Financial Planner / Wealth Manager ★ Cfp® ★ Fee-Only Registered Investment Advisor
    Mobile Phone
  • Stylized image of a person
    D. S.
    Partner & Wealth Advisor
    Mobile Phone
  • Stylized image of a person
    S. G.
    Wealth Advisor
    Mobile Phone
  • Stylized image of a person
    S. S.
    Advisor
    Mobile Phone
  • Stylized image of a person
    J. L. C.
    Compliance Administrator
    Mobile Phone
  • Stylized image of a person
    D. S.
    Wealth Advisor
    Mobile Phone
  • Stylized image of a person
    S. T.
    Wealth Advisor
    Mobile Phone
  • Stylized image of a person
    D. S.
    Mobile Phone

SFM Sweeney Financial Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Consultant
  • Legal
  • Accounting
  • Other
  • Community & Social Services

Contact profiles from SFM Sweeney Financial Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. J.
    Owner & Certified Financial Planner / Wealth Manager ★ Cfp® ★ Fee-Only Registered Investment Advisor
    Mobile Phone
    United StatesNew Hampshire
    Jun 11, 2026
  • Stylized image of a person
    D. S.
    Partner & Wealth Advisor
    Mobile Phone
    United StatesNew Hampshire
    Jun 03, 2026
  • Stylized image of a person
    S. G.
    Wealth Advisor
    Mobile Phone
    United StatesNew Hampshire
    Sep 08, 2025
  • Stylized image of a person
    S. S.
    Advisor
    Mobile Phone
    United StatesNew Hampshire
    May 31, 2026
  • Stylized image of a person
    J. L. C.
    Compliance Administrator
    Mobile Phone
    United StatesNew Hampshire
    Mar 25, 2026
  • Stylized image of a person
    D. S.
    Wealth Advisor
    Mobile Phone
    United StatesNew Hampshire
    Jun 03, 2026
  • Stylized image of a person
    S. T.
    Wealth Advisor
    Mobile Phone
    UNITED STATES
    Jun 17, 2025
  • Stylized image of a person
    D. S.
    Mobile Phone
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is SFM Sweeney Financial Management known for?

Minus sign iconPlus sign iconSFM Sweeney Financial Management was founded in 1998 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-603-625-****
. Explore SFM Sweeney Financial Management's company overview page for more information.

What is SFM Sweeney Financial Management's most common email format?

Minus sign iconPlus sign iconSFM Sweeney Financial Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SFM Sweeney Financial Management email formats with LeadIQ.

How many employees does SFM Sweeney Financial Management have currently?

Minus sign iconPlus sign iconSFM Sweeney Financial Management has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are SFM Sweeney Financial Management's key employees and leadership?

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As of July 2026, SFM Sweeney Financial Management's key employees include:

  • Owner & Certified Financial Planner / Wealth Manager ★ Cfp® ★ Fee-Only Registered Investment Advisor: C. J.
  • Partner & Wealth Advisor: D. S.
  • Wealth Advisor: S. G.
  • Advisor: S. S.
  • Compliance Administrator: J. L. C.

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