Patrick M. Sweeney & Associates, Inc. is an independent, fee-only Registered Investment Advisor based in Libertyville, Illinois. Established in 2001, the firm provides straightforward financial advice and simplified financial planning for individuals and families. Its approach begins with a financial plan that serves as a roadmap for building and managing wealth in pursuit of clients’ goals.

The firm offers comprehensive wealth management, including investment management and risk management. It emphasizes efficient service through low advisory fees, attention to investment costs, and strategies intended to help clients save on taxes. As an independent, fee-only firm, Patrick M. Sweeney & Associates does not earn commissions from selling financial products and says it has no incentive to recommend solutions that are not appropriate for clients. The firm also acts as a fiduciary, legally obligated to put clients’ interests first.

With a practice largely built through referrals, the firm aims to help clients feel secure and confident about their financial lives.