Switchpoint Financial Planning LLC

Download vCard Visit Website

James Sweeney (CFA®, CFP®, MS)

James Sweeney focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

My unique flat-fee 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.

My clients generally fit one of two molds:

1. They have significant financial assets and are tired of the high fees and broken promises they've experienced with the typical investment firms. They find my flat-fees and transparent approach refreshing.

2. They are looking for professional, unbiased advice, but have yet to accumulate significant financial assets. They have solid incomes, are financially motivated, and are looking for someone to provide guidance and take on the day-to-day burden of managing their finances so they can focus on their families and careers.

If this sounds like you, I invite you to visit my website or schedule an introduction today! 

Additional Information

I live in Lehi, Utah with my wife and four children. Between church, school, sports and just trying to keep up with three young children, there is never a dull moment at our house.

I love playing sports, hiking, reading, and cooking and eating good food!

NAPFA Start Date

October 06, 2016

Industry Start Date

August 01, 2011

Switchpoint Financial Planning LLC

Download vCard Visit Website

This Office

770 E Main St # 362 Lehi, UT 84043-2293 Phone: (801) 753-8538

Other Offices

753 N 39th Cir Mesa, AZ 85205-6118 Phone: (602) 859-8292
136 Heber Ave Ste 204 Park City, UT 84060-5240 Phone: (801) 753-8538