Sweet Financial Partners, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Sweet Financial Partners, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Sweet Financial Partners, LLC unless a client service agreement is in place.

Sweet Financial Partners, LLC provides links for your convenience to websites produced by other providers of industry-related material. Accessing websites through links directs you away from our website. Sweet Financial Partners, LLC is not responsible for errors or omissions in the material on third-party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third-party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from the use of those websites.

Sweet Financial Partners Blog Posts

This commentary on this website reflects the personal opinions, viewpoints and analyses of the Sweet Financial Partners, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Sweet Financial Partners, LLC or performance returns of any Sweet Financial Partners, LLC client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Sweet Financial Partners, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

Awards Criteria

Awards, rankings and/or recognition by unaffiliated rating services and publications: are absolutely not indicative of Sweet Financial Partners, LLC’s, future performance, or any future performance pertaining to its clients’ investments; should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Sweet Financial Partners, LLC is engaged, or continues to be engaged, to provide investment advisory services; and should not be construed as a current or past endorsement of Sweet Financial Partners, LLC by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.

AdvisorHub 100 Advisors To Watch (Under $1B) 2023 

The 2023 AdvisorHub “Advisors to Watch” award was announced in June 2023. Data as of 12/31/2021 and 12/31/2022 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue, team size and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

Forbes Best-in-State Wealth Advisors 2023 

Data provided by SHOOK® Research, LLC — Data as of 6/30/22. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/ for more information.