Experienced, flat-fee fiduciaries
Retire with Confidence
We offer retirement planning and investment management for a flat fee.
Our singular objective is to help you achieve your financial goals.
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
Since our founding in 2016, our team of CFP® professionals has helped dozens of clients successfully navigate the transition to retirement. It’s what we do.
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..
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.
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Plan for and transition to retirement -
Invest wisely – using an evidence-based approach -
Minimize taxes for you and your heirs
As Seen On
Who We Work With
Super Saver
You’re a high earner who lives well below your means. You have significant knowledge about personal finance, but prefer to delegate to experts and want to make sure you’re not missing anything.
Value Seeker
You’ve been working with an advisor for years and enjoy having an expert partner, but have become increasingly aware of the disconnect between the amount you pay and the services received.
Millionaire Next Door
You’ve worked hard and saved diligently for many years. You’re good with money but feel uncertain about whether you have enough to retire and how to optimize what you’ve worked so hard to build.
The SwitchPoint Team
James Sweeney CFA, CFP®, MBA
Founder and Lead Advisor
Kyle Wilhelm
Chief Compliance Officer and Operations Manager
Hannah Webster
Client Service Associate
Our Affiliations
Let’s Chat
Interested in learning more about working with SwitchPoint?
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Have a quick question or concern that can’t wait? No problem. Just send us an email at info@switchpointfinancial.com and we will respond within one business day.