James Sweeney| CFA, CFP®
Switchpoint Financial Planning
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Lehi, UT 84043
Park City, UT 84060
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
James Sweeney is a Fee-Only financial planner located in Lehi, Utah and serving the greater Salt Lake City and Provo areas- also serving clients across the country through virtual meeting technology. Switchpoint Financial Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. James Sweeney is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
I founded Switchpoint Financial Planning because I am passionate about helping people make good financial decisions so they can achieve the life of their dreams.
I've worked with hundreds of investors over the years and I know the value of good advice. I am always striving to improve my expertise and am one of the few advisors who holds both the Chartered Financial Analyst® (CFA) designation, the most respected and recognized investment management designation in the world, and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
I provide comprehensive financial planning to motivated professionals and families. My unique business model allows me to work with the ultra-wealthy and the middle-class alike, and puts me on the same side of the table as my clients. I feel incredibly blessed to be able to work everyday in a career that combines my love of finance with my desire to help others.
Switchpoint Financial Planning is a fee-only financial planning and investment management firm based in Lehi, Utah and serving clients in the greater Salt Lake City and Provo areas, as well as throughout the country.
Our unique flat-fee business model puts us on the same side of the table as our clients. Unlike most fee-only advisors, we do not charge a % of the assets we manage. Thus we remove the incentive that most advisors have to take unnecessary investment risk and discourage clients from paying off debt, spending in retirement or giving away money during their lifetime.
Instead, we take a holistic approach to wealth management and use our expertise to help you accomplish your goals.
In implementing our clients' investment portfolios we employ a disciplined investment approach that is supported by decades of academic research. We put particular emphasis on minimizing our clients' fees and taxes.
If you are interested in working with a long-term financial partner who you can trust, we invite you to contact us.