Est.

2001

Patrick M Sweeney & Associates, Inc.

A Independent Financial Advisory Firm

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Welcome to
Patrick M Sweeney & Associates, Inc.

Let's Get Acquainted

Patrick M Sweeney & Associates, Inc. is an independent, fee-only Registered Investment Advisor (RIA) located in the North 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.
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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.
Our Services
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.
Our Process

Visit Us

900 Technology Way, Suite 260
Libertyville, Illinois 60048

Patrick M Sweeney & Associates, Inc.

This email address is being protected from spambots. You need JavaScript enabled to view it.
(847) 277-7771

Firm Info

Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck.
Copyright © 2019 Patrick M Sweeney & Associates, Inc.