Fiduciary, fee-only advice focused on
your goals
your goals
Since 1998, Sweeney Financial Advisors has helped individuals, families, business owners and nonprofits make confident financial decisions through personalized, goals-driven guidance. As a fee-only fiduciary firm, we are paid directly by our clients, not through commissions or product sales, so our advice remains focused on your goals, your interests and your financial future.
Personalized Financial Solutions
Investment Management
We support you with a custom portfolio specifically designed to meet your needs.
Employer-Sponsored Retirement Plans
We help you design, implement and manage high-quality retirement plans that benefit both your company and your employees.
Endowment and Foundation Consulting
Our focus is on helping your organization balance current spending needs with an ongoing responsibility to grow and preserve capital for the long term.
Our Firm’s Leadership Team
Real Stories From Clients Who Trust Our Expertise
01 / 06
Research, tools and thought leadership to inform your financial decisions.
Your Questions, Answered
Sweeney Financial Advisors is a financial services firm that provides investment management, financial planning
Are you a fiduciary?
Yes. We serve as a fiduciary advisory, which means we are legally and ethically obligated to act in our clients’ best interest at all times. This principle has guided our approach since our founding in 1998.
How are you paid, and what are your fees?
We are fee-only, with a clear and transparent fee schedule based on a flat percentage of the assets we manage on your behalf. We have no fee tiers, no commissions and no hidden costs. We clearly outline all fees in writing before you become a client, including how much you pay, how it’s calculated and how it’s billed. We also explain any potential conflicts of interest and how we mitigate them. We strongly believe that you should always understand exactly what you’re paying and what you’re getting in return.
Who do you typically work with?
We work with individuals and families who want a clear plan for building, protecting and enjoying the wealth they’ve worked so hard to build. Our clients are professionals, business owners, retirees and people navigating major transitions such as the loss of a spouse, divorce or approaching retirement. Our clients want comprehensive financial planning, investment management, retirement advice, comprehensive tax planning and estate coordination rather than one-off product sales or a focus on only some of these services.
What makes Sweeney Financial Advisors different from other advisors?
We focus on comprehensive financial planning, not just investment management. This comprehensive approach integrates investment management, tax planning, retirement planning, risk management and estate planning into a single financial plan. This custom financial plan serves as a blueprint to guide your decision making and help you pursue your personal financial goals. We believe this comprehensive,
personalized approach sets us apart from other advisors who are focused solely on investment management.
How do I get started, and what happens at the first meeting?
The first step is to schedule an introductory consultation. At your convenience, we will meet with you to discuss your goals, financial situation, concerns and long-term vision. There is no cost and no obligation; it’s simply an opportunity to see if we’re a good fit.
Ready to Get Started?
Contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you.
