Patrick M. Sweeney & Associates, INC

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Patrick M Sweeney Associates, Inc. Established in 2001 Established in 2001 Home About Meet the Team Our Process Services FAQ Contact Us An Independent Financial Advisory Firm An Independent Financial Advisory Firm An Independent Financial Advisory Firm An Independent Financial Advisory Firm 847-277-7771 Schedule a Call Welcome Patrick M. Sweeney Associates, Inc. is a fee-only Registered Investment Advisor (RIA) located in Libertyville, IL. Our approach is to offer straightforward advice and simplified financial planing. The success of our firm has been predominately built on referrals. We are grateful for the trust clients have exhibited in us over the years. Why Choose Us We re different Wealth Mangement Wealth Mangement 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. As an independent firm, we answer only to our clients. As a fee-only firm, we have zero incentive to recommend solutions or products that may not be right for our clients. As a fiduciary, we are legally bound to put our clients' interest first. Wealth Mangement Wealth Mangement Wealth Mangement 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. As comprehensive wealth managers, we want you to be secure and confident about your financial life. We

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