CFA®, CFP®, MBA
Switchpoint Financial Planning
CFA®, CFP®, MBA
Switchpoint Financial Planning
I'm changing the paradigm of financial advice from sales to profession by offering holistic financial planning and investment management for a transparent flat annual fee. No commissions. No % of assets fee. Just unbiased, expert advice. - James Sweeney, CFA®, CFP®, MBA
Fee-Only Financial Planner located near Salt Lake City, Utah and serving clients across the country
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.
James Sweeney is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Retirement Income Planning
- Investment Management
- Tax Planning
- Retirees and Near Retirees
- High-Income Professionals
- Sudden Money Situations
- In-Office and Virtual Meetings
- Clearly Defined Fees
- Complimentary Initial Consultation
Professional Designations & Affiliations
James Sweeney is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
James Sweeney is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
James Sweeney is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
Switchpoint Financial Planning has access to Dimensional Funds
Dimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
James Sweeney is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
James Sweeney is a Member of the The Utah Financial Advisor Network - a select group of independent, fee-only advisors committed to helping Utah investors get unbiased, expert advice
Switchpoint Financial Planning is Featured on The White Coat Investor – Investing & Personal Finance for Doctors
James Sweeney is Quoted in the New York Times: "5 Steps to Take if the Market Drop Has You Thinking of Unloading Stocks"
James Sweeney is Quoted on CNBC: "Should you really do nothing amid market volatility? It depends on whether you’re 27 or 63"
James Sweeney is Noted in Forbes: "Where To Find Hourly Financial Planners"
Switchpoint Financial Planning is Named Best Flat Fee or Hourly Rate Advisor on The White Coat Investor: "How to Find A Good Financial Advisor at a Fair Price"
Contact James Sweeney
2901 W Bluegrass Blvd
Lehi, UT 84043
136 Heber Ave Suite 204
Park City, UT 84060
753 N 39th Cir
Mesa, AZ 85205-6118