SFM Sweeney Financial Management Employee Directory

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).

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

SFM Sweeney Financial Management Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

SFM Sweeney Financial Management's Leadership

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

SFM Sweeney Financial Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Consultant
  • Legal
  • Accounting
  • Other

Contact profiles from SFM Sweeney Financial Management

Name
Title
Contact Info
Location
Last Update
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    C. J.
    Owner & Certified Financial Planner / Wealth Manager ★ Cfp® ★ Fee-Only Registered Investment Advisor
    Phone icon
    United StatesNew Hampshire
    Jul 14, 2025
  • Stylized image of a person
    D. S.
    Partner & Wealth Advisor
    Phone icon
    United StatesNew Hampshire
    Oct 21, 2024
  • Stylized image of a person
    S. G.
    Wealth Advisor
    Phone icon
    United StatesNew Hampshire
    Sep 08, 2025
  • Stylized image of a person
    S. S.
    Advisor
    Phone icon
    United StatesNew Hampshire
    Nov 18, 2025
  • Stylized image of a person
    J. L. C.
    Compliance Administrator
    Phone icon
    United StatesNew Hampshire
    Mar 25, 2026
  • Stylized image of a person
    D. S.
    Wealth Advisor
    Phone icon
    United StatesNew Hampshire
    Oct 18, 2024
  • Stylized image of a person
    D. S.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is SFM Sweeney Financial Management known for?

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SFM Sweeney Financial Management was founded in 1998 operates in the Financial Services industry. The company's main headquarters is located in 575 Front Street Manchester, New Hampshire 03102 United States; you can contact the main corporate office by phone at . Explore SFM Sweeney Financial Management's company overview page for more information.

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

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SFM 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?

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SFM Sweeney Financial Management has approximately 11 employees as of March 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 March 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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