A complete list of active advisors currently associated with Sweeney Financial Advisors

Warmer can help you find a great advisor at Sweeney Financial Advisors or one who fits your needs even better.

Sweeney Financial Advisors provides financial planning and discretionary investment management to individuals and families — including high-net-worth clients — as well as trusts, endowments, qualified retirement-plan sponsors and business entities. The firm operates on a fee-only basis and reports managing roughly $403 million across about 247 client relationships, with a stated cumulative account minimum of $500,000. Portfolios are tailored to client goals and tax considerations and typically employ low-cost institutional mutual funds and ETFs, individual fixed-income securities and, where appropriate, private alternative investments such as private infrastructure, private real estate and private debt. The firm manages accounts under limited trading authority, conducts periodic portfolio reviews with tax-aware rebalancing and accommodates client-imposed investment restrictions, including socially motivated exclusions. Distinctive aspects include the firm’s elevated $500,000 minimum (recently increased from a lower threshold) and a practice of applying a single “flat” fee across a client’s aggregated accounts rather than billing each account separately. The advisory team holds multiple professional credentials (e.g., CFP and CFA designations), offers access to non-traded private investments, and discloses a previously resolved disciplinary matter involving one advisor in its ADV filings.

To learn more about the advisors currently working at Sweeney Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Sweeney Financial Advisors's office locations.