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Sweeney Financial Advisors 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 Sweeney Financial Advisors employees' phone numbers or email addresses

Sweeney Financial Advisors Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    8

Sweeney Financial Advisors's Leadership

  • Owner & Certified Financial Planner / Wealth Manager ★ Cfp® ★ Fee-Only Registered Investment Advisor at Sweeney Financial Advisors
    C. J.
    Owner & Certified Financial Planner / Wealth Manager ★ Cfp® ★ Fee-Only Registered Investment Advisor
    Mobile Phone
  • Partner & Wealth Advisor at Sweeney Financial Advisors
    D. S.
    Partner & Wealth Advisor
    Mobile Phone
  • Wealth Advisor at Sweeney Financial Advisors
    S. G.
    Wealth Advisor
    Mobile Phone
  • Advisor at Sweeney Financial Advisors
    S. S.
    Advisor
    Mobile Phone
  • Compliance Administrator at Sweeney Financial Advisors
    J. L. C.
    Compliance Administrator
    Mobile Phone
  • Wealth Advisor at Sweeney Financial Advisors
    D. S.
    Wealth Advisor
    Mobile Phone
  • Wealth Advisor at Sweeney Financial Advisors
    S. T.
    Wealth Advisor
    Mobile Phone
  • Employee at Sweeney Financial Advisors
    D. S.
    Mobile Phone

Sweeney Financial Advisors Employee Metrics

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

Contact profiles from Sweeney Financial Advisors

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

Frequently Asked Questions

What is Sweeney Financial Advisors known for?

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

What is Sweeney Financial Advisors's most common email format?

Minus sign iconPlus sign iconSweeney Financial Advisors employees' email format typically follows the pattern of FLast@sfmllc.net. Trying to find reliable and up-to-date employee contact data? Find more Sweeney Financial Advisors email formats with LeadIQ.

How many employees does Sweeney Financial Advisors have currently?

Minus sign iconPlus sign iconSweeney Financial Advisors has approximately 13 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Sweeney Financial Advisors's key employees and leadership?

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As of August 2026, Sweeney Financial Advisors'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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