“Someone’s sitting in shade because someone planted a tree a long time ago”

“Someone’s sitting in shade because someone planted a tree a long time ago”

- Warren Buffett

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Who We Are

Who We Are

At Sweeney Wealth Advisors, helping our clients realized their dreams in our business. Our team is here to help you realize how your dream can become a reality. Through a variety of comprehensive services, Sweeney Wealth Advisors offers turnkey financial strategies that are customized to pursue all of your financial planning needs.


Whether you’ve been working a few years or a lifetime, we offer over a century of financial services experience. By building a relationship with you, your goals, combined with our industry knowledge, achieve your goals may be closer than you think! We look forward to helping each of our clients cross their version of that finish line.

About Us

Our Goal For You Is Simple: To Develop A Plan For You That Grows With You

Your Goals, A Customized Strategy

At Sweeney Wealth Advisors, our team is here to walk you through the process of planning for your future


  • Comprehensive Financial Planning

    Once constant in life is change. When life throws you the curveballs you’ll need a defined strategy and financial partner to help overcome inevitable life changes.

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  • Retirement Planning

    We understand that retirement planning can be overwhelming. However, it’s exciting to think about the next chapter. Let us show you how you can achieve your retirement vision

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  • Portfolio Management

    Investment planning can be confusing. At Sweeney Wealth Advisors, our team can help you provide clarity and sound advice to guide you through the investment process.

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  • Pre-Retirement Planning

    Our dedicated professionals can help create the retirement strategy you need.

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Helpful Content

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

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<p>How Financial Professionals Are Compensated</p>

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.
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<p>How Income Taxes Work</p>

How Income Taxes Work

A quick look at how federal income taxes work.
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