Overview

Sweeney Advisors was founded on the belief that financial security should be within your reach. My focus is on an integrated approach to Financial Planning and Wealth Management. We have found that having a plan helps you determine how and where to invest properly. As a Fee-based Financial Planner, I work with you as a “fiduciary” providing comprehensive, holistic planning to organize, protect and direct your financial assets so that you can focus on your business, take care of your family and retire without worry. My team and I work with work with individuals and families to deliver customized solutions to financial challenges. We focus on understanding the client’s needs first and then help them meet your goals by analyzing your financial plans and designing a custom investment mix catered to their unique financial situation. Overview of services provided include: Comprehensive Financial Planning Retirement Planning Investment Management Budgeting and Cash Flow (Household and Business) Loan and Credit Management Liability (Risk) Management Behavioral Finance Educational Financial Services Our business is a mix of virtual and in person to fit into the needs of our clients. Reach out and let’s see if we are a fit for your planning needs. 703-624-9641