SwitchPoint Financial Planning is a Lehi-based financial advisory and investment management firm that helps clients achieve and maintain financial independence through evidence-based investing and personalized strategies. As fee-only fiduciaries, they prioritize their clients' goals and provide unbiased advice, free from commissions or hidden fees.
With a team led by founder James Sweeney, who holds both the Chartered Financial Analyst and Certified Financial Planner designations, SwitchPoint stands out for its expertise and commitment to building long-term partnerships with clients. They work with high-income professionals, retirees, and individuals who have experienced sudden wealth, offering tailored solutions to help them reach their financial goals and retire with confidence.
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