Financial Planning & Investment Management

Financial Planning Investing Retirement

can be complicated.

We can help you simplify it.

 

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.

 
 
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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.

See how our approach could result in lower costs for you.