Patrick M Sweeney & Associates

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900 Technology Way Ste 260
Libertyville, IL 60048
+1 (847) 277-7771
https://www.patrickmsweeney.com

Patrick M Sweeney Associates Inc. is an independent fee-only Registered Investment Advisor located in the North Suburbs of Chicago, established in 2001 to help clients navigate their financial paths with straightforward advice and simplified financial plans. The firm's success largely stems from client referrals, highlighting the trust placed in their efficient wealth management and low advisory fees that prioritize clients' interests.

As fiduciaries, they are legally obligated to put client interests first, offering comprehensive wealth management services tailored to individual financial goals. Their unique approach includes risk management strategies and personalized asset allocation, ensuring clients achieve successful financial outcomes without being steered toward commission-generating products.

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United States›Illinois›Libertyville›Patrick M Sweeney & Associates