Now in Bedford
Hello, Bedford.
We’re Sweeney Financial Advisors.
Since 1998, Sweeney Financial Advisors has helped individuals, families, business owners and nonprofit organizations navigate important financial decisions with personalized financial planning and investment management. We’re proud to now call Bedford home.
A relationship built around your goals
What our approach means for you
Three principles help define how we work with clients and how we approach financial planning and investment management.
Independent
Our advice is centered on your circumstances, priorities and long-term goals, not on selling a proprietary product.
Fee-Only
We are compensated directly by our clients rather than through commissions or product sales, helping keep our advice focused on you.
Fiduciary
As an investment adviser, we are subject to a fiduciary duty to act in the best interests of our clients.
Meet the partners
Experience. Perspective. A team approach.
Get to know the three partners helping lead Sweeney Financial Advisors from our Bedford office.
Glenn P. Sweeney, CFA®
Founding Partner & Wealth Advisor
Glenn has spent nearly three decades building Sweeney Financial Advisors, serving clients and helping guide portfolio design and management. His background also includes public accounting and managing a multi-million-dollar private investment portfolio.
David K. Snyder, CFP®, CRC®
Partner & Wealth Advisor
David helps clients develop comprehensive, goal-oriented financial plans that bring together investments, retirement planning, education funding, business succession planning and estate planning. He joined Sweeney Financial Advisors in 2021 and became a partner in 2023.
Christopher J. June, CFP®
Partner, Wealth Advisor & Chief Investment Officer
Chris joined Sweeney Financial Advisors in 2002 and works with clients on financial planning, retirement decisions and investment management. As Chief Investment Officer, his long-standing interest in the investment markets is central to his role with the firm.
Who we serve
Guidance for the decisions that matter
Our team works with clients whose financial lives often involve multiple priorities, moving pieces and long-term decisions.
Individuals
Financial planning and investment management built around your goals.
Families
Coordinated guidance for retirement, education, estate and family priorities.
Business Owners
Planning that considers both your business interests and personal financial life.
Nonprofit Organizations
Investment and financial guidance designed around organizational objectives and stewardship.
How we help
Planning for life’s biggest financial decisions
Whether you’re preparing for retirement, evaluating old accounts, navigating a major life change, or looking for a more coordinated financial strategy, Sweeney Financial Advisors helps clients navigate important financial decisions with thoughtful, personalized guidance.
Retirement Planning
Build a plan for retirement that aligns your savings, goals, lifestyle and timeline.
401(k) Rollovers & Account Consolidation
Simplify old 401(k)s, IRAs and other accounts into a clearer, more organized long-term strategy.
Retirement Income Planning
Turn a lifetime of savings into a sustainable income strategy designed to support your retirement years.
Investment Management
Create and manage an investment portfolio designed around your needs, risk tolerance and long-term objectives.
Business Owner Planning
Coordinate personal financial planning with the unique needs and opportunities that come with owning a business.
Life Transitions & Inherited Wealth
Navigate major changes such as an inheritance, divorce, the loss of a spouse, or other financial turning points with thoughtful guidance.
Our new home
Proud to be part of Bedford.
After building our firm and client relationships for nearly three decades, our move to Bedford marks a new chapter for Sweeney Financial Advisors. Our location may be new, but our focus remains the same: thoughtful, personalized financial guidance and long-term relationships.
Start with a conversation
Let’s get acquainted.
Our complimentary “Get Acquainted” meeting is an opportunity to learn about your goals, describe our services and determine whether Sweeney Financial Advisors may be the right fit for you.