Name: Patrick M Sweeney & Associates, Inc.
Address: 900 Technology Way Suite 260, Libertyville, IL, 60048
Telephone: +1 847 277 7771

Why Choose Us

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.

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 help our clients achieve their financial goals through successful investing and risk management.

An Independent Financial Advisory Firm