Sweeney & Michel

A Team of Experienced Professionals Dedicated to Financial Clarity and Peace of Mind

Sweeney & Michel, LLC provides comprehensive financial planning and investment management services to individuals and businesses in Chico, CA, and the surrounding areas. Founded on a foundation of personalized attention and expertise, our team is committed to helping clients organize and simplify their finances, so they can focus on what truly matters in life.

What Sets Us Apart

• Client-Focused Approach: We prioritize understanding your unique needs and goals to tailor our strategies to your specific situation.
• Fiduciary Responsibility: As a fee-only registered investment advisor, we act in your best interest, without hidden fees or broker-dealer interference.
• Transparent and Affordable Fees: Our low-cost approach eliminates unnecessary charges and maximizes the returns on your investments.
• Experienced Team: Our team of skilled financial advisors and support professionals has extensive experience guiding clients through all stages of their financial lives.

Financial Planning

• Developing comprehensive financial plans that align with your financial goals and risk tolerance.
• Setting financial goals and tracking progress.
• Budget analysis and expense management.
• Retirement planning and optimization.
• Estate and inheritance planning.

Investment Management

• Customizing investment portfolios based on your individual goals and preferences.
• Regular portfolio reviews and rebalancing.
• Access to a wide range of low-cost investments through Fidelity Investments.

Additional Services

• Minimizing taxes through strategic planning.
• Assisting with business financial planning and retirement planning for non-profits.
• Developing and implementing strategies for divorce financial management.
• Providing financial guidance through life transitions like retirement or estate planning.

Meet Our Team

Get to know our experienced team of professionals who are dedicated to guiding you towards financial clarity and peace of mind. We believe in building strong relationships with our clients and fostering open communication throughout the process.

Schedule a Consultation Today

Contact Sweeney & Michel, LLC to schedule a consultation and learn more about how we can help you achieve your financial goals. We look forward to working with you!