iStock_000014111241_Large_Dim_Cropped4

We're On Your Side.

As flat fee-only fiduciaries, we have no products to push.
Our singular objective is to help you achieve your financial goals.

Learn More

We Can Help You

SwitchPoint is a financial advisory and investment management firm based in Lehi, Utah. We help our clients achieve and maintain financial independence utilizing investment strategies backed by decades of academic research. 

We act as fiduciaries at all times and specifically designed our flat fee structure to minimize conflicts of interest and provide our clients with unbiased advice tailored to their unique situation and goals.

Lehi fee only financial advisor | Switchpoint Financial

Invest Wisely

  • Reduce fees and trading costs
  • Minimize taxes
  • Evidence-based investing
shutterstock_407278756

Plan For Retirement

  • Manage your cash flow
  • Achieve financial independence
  • Retire with confidence
shutterstock_1206609505

Manage Your Wealth

  • Plan your estate
  • Tax-efficient gifting strategies
  • Leave a legacy

We’re Different

Trust

We’re fee-only (flat fee) fiduciaries. That means no kickbacks, commissions, or hidden fees. Period. Just objective, professional advice focused on you, not a product.

Expertise

Founder James Sweeney is one of the 0.2% of financial advisors in Utah who hold both the Chartered Financial Analyst® and Certified Financial Planner® designations.

Attention

Unlike traditional brokers and sales reps always looking for the next sale, we strive to understand our clients’ evolving needs and build long-term partnerships.

Who We Work With

Lehi fee only financial planner | Switchpoint financial

High-Income Professionals

Looking to reach financial independence? We can help you create a plan that balances enjoying life now with paying down debt and planning for the future.

Learn more.

financial planning | switchpoint financial

Business Owners

As a small business owner, your time is a precious commodity. By delegating the heavy lifting to financial professionals, you can refocus on what matters most to you.

Learn more.

Retirees | Switchpoint Financial

Retirees

Transitioning to living off of your nest egg can be difficult. We can help you design a retirement plan to provide the income you need so you can move forward with confidence.

Learn more.

wealth management | Switchpoint Financial

Suddenly Wealthy

Have you recently sold a business or had a windfall? It can be hard to know who to trust. Our business model puts us on the same side of the table as our clients. 

Learn more.

Smart Choices. Bright Futures.

Our Affiliations

Let’s Chat

Interested in learning more about working with SwitchPoint? Great! Click the button below to schedule a free introduction.

Have a quick question or concern that can’t wait? No problem. Just fill out this form and we will respond within one business day.

Your Name (required)

Your Email (required)

Subject

Your Message

Top