Welcome to SFM

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).

Meet The Team

 

SFM Insights

SFM Observer- January 2025

Glenn Sweeney |
SFM OBSERVER January 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: February 12, 2025 The Dow closed the month of January at 44,545 for a monthly gain of 2,001 points or 4.7% beating the S&P 500 and the NASDAQ to start the year. The Federal Reserve decided to hold interest rates where they are based on concerns around inflation. The economy grew at 2.5% last year which is a good...
A person walking on stone steps on an outdoor pond.

Planning for the Future: Essential Steps to Secure Your Retirement

Glenn Sweeney |
Categories
Retirement
Savings
Is your retirement savings on track? If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common. 1, 2 Many people today believe they’ll need at least $1.5 million saved to retire comfortably. 3 But is that number right for you? The real “magic number” varies widely depending on your current savings, future goals, and lifestyle plans. A clearer picture of retirement readiness...

SFM Observer- December 2024

Glenn Sweeney |
SFM OBSERVER December 2024 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: January 7, 2025 The Dow closed the month of December at 42,544 for a monthly loss of -2,366 points or -5.3%. A complete flip from the month of November when the market was up over 7%. The Santa Claus rally stalled out this year. I am going to use this issue of the OBSERVER to go over annual investment...

 

Form CRS REVISED 08-09-2024.pdf

Form CRS