James Sweeney (CFA, CFP®, MBA, MS)

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

  • Baby Boomers
  • Charitable Giving
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice

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. Long-time savers approaching or in retirement who are seeking guidance on how to turn their nest-egg into income that will last the rest of their life. They understand that there are some pivotal decisions to make that could be the difference between an ideal retirement and just surviving. They want to work with someone who will look out for their best interests.

2. High-earning professionals looking to invest wisely, minimize taxes, and grow their wealth. They understand the value of delegating, but want to get value for their dollar and don’t want conflicted advice or hidden fees.

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

Additional Information

In addition to NAPFA, I am also a member of the Fee-Only Network, XY Planning Network, and Utah Financial Advisor Network. Like NAPFA, these organizations are striving to promote fee-only financial advice and the fiduciary standard - the highest standard of care in the financial industry.

I live in Lehi, Utah with my wife and four children. Between church, school, sports and just trying to keep up with the kids, 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


This Office

2901 W Blue Grass Blvd Ste 200-26 Lehi, UT 84043 Phone: (801) 753-8538