James Sweeney
CFA, CFP®, MBA
Switchpoint Financial Planning
Financial Advisor
James Sweeney
CFA, CFP®, MBA
Switchpoint Financial Planning
Financial Advisor
I'm changing the paradigm of financial advice from sales to profession by offering holistic financial planning and investment management for a transparent flat fee of $4,800 per year. 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.
Specialties
- Retirement Income Planning
- Investment Management
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- High-Income Professionals
- Sudden Money Situations
Working Together
- In-Office and Virtual Meetings
- Clearly Defined Fees
- Complimentary Initial Consultation
Professional Designations & Affiliations
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James Sweeney is a NAPFA-Registered Financial AdvisorThe 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.
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James Sweeney is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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James Sweeney is a CFA® charterholderA Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute. A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.
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Switchpoint Financial Planning has access to Dimensional FundsDimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.
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James Sweeney is a Member of the XY Planning NetworkThe 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.
Contact James Sweeney
Office Locations:
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2901 W Bluegrass Blvd, Suite 200-26
Lehi, UT 84043 -
136 Heber Ave Suite 204
Park City, UT 84060 -
753 N 39th Cir
Mesa, AZ 85205-6118