James Sweeney

CFA®, CFP®, MBA

Switchpoint Financial Planning

Financial Advisor

Contact Me

I can work with clients anywhere!

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 annual fee. No commissions. No % of assets fee. Just unbiased, expert advice. - James Sweeney, CFA®, CFP®, MBA

Contact Me

(801) 753-8538

Website

Fee-Only Financial Planner located near Salt Lake City, Utah and serving clients across the country

James Sweeney is a Lehi, UT fee-only financial planner. Switchpoint Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, James Sweeney is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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

  • National Association of Personal Financial Advisors (NAPFA)
    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.

  • Certified Financial Planner (CFP)
    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.

  • CFA - Chartered Financial Analyst

    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.

  • Dimensional Funds
    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.

  • XY Planning Network
    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.

Contact James Sweeney

(801) 753-8538

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 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

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser