About Us

Patrick M. Sweeney & Associates, Inc., based in Libertyville, Illinois, it is a registered investment advisory firm focused on educating clients, building trust, and strengthening relationships. Led by Patrick M. Sweeney, a CPA and a CERTIFIED FINANCIAL PLANNER with over 30 years of experience, the firm specializes in tax-efficient wealth management. Patrick uses strategies like allocating assets between retirement and investment accounts and optimizing asset use in retirement to maximize cash flow and to minimize taxes. Services are provided on a fee-only basis, with no commission-based product sales, helping clients organize and manage their finances effectively.