Welcome to Sweeney Financial Advisors

Independent. Fiduciary. Focused on you.

Sweeney Financial Advisors is a fee-only investment management firm located in Bedford, New Hampshire. Clients receive services that include unbiased investment analysis, financial planning, portfolio management, business solutions, and other specialized services tailored to their needs. Our firm understands the level of trust a person places in their financial advisor 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.

Since 1998, we have helped our clients analyze their assets, retirement savings, and business holdings to optimize their overall portfolio structure, enabling them to achieve long-term success. Our team approach provides security, diligence, and customization that clients may not receive from an individual investment advisor. Sweeney Financial Advisors believes honesty, transparency, and trust are paramount in forming an advisor-client relationship; we look forward to helping you.

Sweeney Financial Advisors is a registered investment advisor with the United States Securities and Exchange Commission (SEC).

Certified Financial Planner
Charter Financial Analyst
Financial Planning Association
Certified Retirement Counselor

Meet The Team

 

SFM Insights

a person sitting at a desk with a calculator and a notebook by Jakub Żerdzicki courtesy of Unsplash.

New Tax Rules Are Changing How Americans Give to Charity in 2026

Logan Pettus |
New Tax Rules Are Changing How Americans Give to Charity in 2026 Here's What You Need to Know By: Logan Pettus of Sweeney Financial Advisors If you give to charity, a new federal law is about to change how much of that generosity comes back to you at tax time. The One Big Beautiful Bill Act (OBBBA), signed into law in July 2025, rewrites several of the rules around charitable deductions starting in the 2026...
a person standing on top of a mountain by NEOM courtesy of Unsplash.

Sweeney Financial OBSERVER- July 2026

Glenn Sweeney |
Categories
Sweeney Financial Observer
Sweeney Financial Observer July 2026 Recap A concise review of the month in the investment markets. Issued August 2026 Market Overview Earnings Resilience Meets Renewed Rate Concerns July was a mixed month for U.S. financial markets as investors balanced generally strong corporate earnings against renewed concerns about inflation, interest rates, and the strength of the economy. Technology stocks experienced increased volatility as investors became more selective about companies benefiting from artificial intelligence. Strong demand for...

Form CRS