Patrick  Sweeney

Patrick Sweeney

| CFP®, CPA

Patrick M Sweeney & Assoc., Inc

(847) 277-7771

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Fee-Only Financial Planner located in NW Chicago and serving clients across the country

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

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18 E Dundee Rd
Barrington, IL

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Patrick Sweeney is a Chicago, IL Fee-Only Financial Planner located in Barrington and serving the entire Chicago area. Patrick M Sweeney & Assoc., Inc specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Patrick Sweeney is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Patrick has been in the financial industry for roughly thirty years. He has a BA degree in Accounting from Lewis University. He obtained his Certified Public Accountants license in 1986 and his Certified Financial Planner designation in 1995.

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Patrick M. Sweeney & Associates, Inc. is a registered investment advisory firm located in Barrington, Illinois.  Since its inception in 2001, it has grown through customer referrals to roughly $74 million of assets under management.  Our approach is to educate customers, to create trust and to strengthen client-practitioner relationships.

The firm's Principal, Patrick M. Sweeney, is a CPA and a Certified Financial Planner.  He has over 25 years of experience as a financial professional.  Patrick is well trained in tax law and keeps current with changing legistlation.

Patrick manages wealth with tax efficiencies in mind.  One of his methods is to organize your assets between Retirement and Investing accounts.  A second method is to organize the use of assets during retirement to maximize cash flow and minimize taxes.     

We offer services on a fee basis only and do not sell products on commission. We help customers organize, understand and manage their financial lives.

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