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Contact Us

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About Us

Sweeney Financial Advisors is a fee-only fiduciary investment advisory firm based in Bedford, New Hampshire. We provide independent financial planning and investment management to individuals, families, and small business owners.

As a fee-only firm, we don't sell financial products or earn commissions; our only compensation comes directly from our clients. That means every recommendation we make is based on what's best for you, not what pays us the most. We are legally and ethically bound to put your interests first, and we take that responsibility seriously.

Since 1998, our team has helped clients build and protect their wealth through comprehensive financial planning, disciplined portfolio management, and straightforward guidance they can trust. Whether you're planning for retirement, managing a career transition, saving for education, or growing a business, we work alongside you to create a plan that fits your life, not a one-size-fits-all solution.

Our advisory team holds CFP®, CFA®, and CRC® designations, bringing more than 80 years of combined experience in investment research, financial planning, and client service. We operate as a team, which means our clients benefit from the perspective and collaboration of multiple experienced advisors, not just one person.

We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are the right fit. Contact us today.

Questions? Get in touch

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Contact Info

Address:

360 New Hampshire 101
Bedford, NH 03110
United States

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info@sweeneyadvisors.com

Sweeney Financial Advisors is a registered investment advisory firm in New Hampshire, Massachusetts, and Florida. Sweeney Financial Advisors and its representatives comply with current registration and/or filing notice requirements. Sweeney Financial Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusions from registration requirements. Sweeney Financial Advisors' website is limited to the dissemination of general information about its investment advisory and financial planning services. Accordingly, Sweeney Financial Advisors' website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Additional information is also available on the internet at www.adviserinfo.sec.gov. Our searchable IARD number is 116564. A copy of Sweeney Financial Advisors' Part 2 of Form ADV is available upon written request. Sweeney Financial Advisors does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third-party provider, whether linked to Sweeney Financial Advisors' website or incorporated herein. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly. View our Privacy Policy.

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