Patrick M. Sweeney & Associates, Inc. is a registered investment advisory firm located in Barrington, Illinois. Since its inception in 2001, it has grown through customer referrals to roughly $98 million of assets under management. Our approach is to educate customers, to create trust and to strengthen client-practitioner relationships.
The firm's Principal, Patrick M. Sweeney, is a CPA and a Certified Financial Planner. He has over 25 years of experience as a financial professional. Patrick is well trained in tax law and keeps current with changing legistlation.
Patrick manages wealth with tax efficiencies in mind. One of his methods is to organize your assets between Retirement and Investing accounts. A second method is to organize the use of assets during retirement to maximize cash flow and minimize taxes.
We offer services on a fee basis only and do not sell products on commission. We help customers organize, understand and manage their financial lives.