Who We Are
We are a financial planning and investment management team in Chico, CA. Our team of financial advisors (and CFP®) have been serving clients 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.
Money can be complex.
We’re here to help simplify it.
