Patrick M Sweeney & Assoc., Inc
Fee-Only Financial Planner located in NW Chicago and serving clients across the country
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.
Patrick Sweeney is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Patrick Sweeney is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Patrick Sweeney is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Patrick Sweeney is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.
Contact Patrick Sweeney
18 E Dundee Rd