Who We Are
We are a financial planning and investment management team in Chico, CA. Our financial advisors (and CFP®) have served people in every stage of life, for decades.
Our philosophy is simple:
Do what’s best for our clients.
How We Help
Sweeney & Michel LLC is a fee-only registered investment advisor (RIA).
As fiduciaries, it’s our legal and moral obligation to make planning and investment recommendations in the sole best interest of clients.
We don’t have a broker-dealer middleman to satisfy, and we don’t push proprietary products in exchange for a commission.
Low costs are important...
(and can make a big difference for you).
Which is one reason we hired Fidelity Investments to act as our client account custodian.
The real potential for savings is in our fee-based approach. With no trading costs, minimums or account fees, we can pass greater savings along to clients.