Est.

2001

Patrick M Sweeney & Associates, Inc.

A Independent Financial Advisory Firm

Welcome to
Patrick M Sweeney & Associates, Inc.

Patrick M Sweeney & Associates, Inc. is an independent, fee-only Registered Investment Advisor (RIA) located in the NW Suburbs of Chicago. Formed in 2001 to service clients looking to better navigate their financial paths. Our approach is to offer straightforward advice and a simplified financial plan. The success of our firm has predominately been built on referrals. We are grateful for the trust clients have exhibited in us over the years.

We're Different

At our firm we are focused on efficient wealth management. We do this through low advisory fees, keeping investment costs low and saving you tax dollars.

Wealth Management

As comprehensive wealth managers, we want you to be secure and confident about your financial life. We help our clients to achieve their financial goals.

Wealth management built for you.

our partners

Each individual or family starts with a financial plan which is used as a roadmap to create and manage wealth. Our goal is to have successful clients. We will not sell you any products generating commission income.