Switchpoint Financial Planning LLC / Financial Advisor in Mesa, Arizona

James Sweeney, CFA, CFP, MS
Switchpoint Financial Planning is a fee-only financial planning and investment management firm based in Lehi, Utah and serving clients in the greater Salt Lake City and Provo areas, as well as Mesa, Arizona and virtually throughout the country.
Our unique flat-fee business model puts us on the same side of the table as our clients. Unlike most fee-only advisors, we do not charge a % of the assets we manage. Thus we remove the incentive that most advisors have to take unnecessary investment risk and discourage clients from paying off debt, spending in retirement or giving away money during their lifetime.
Instead, we take a holistic approach to wealth management and use our expertise to help you accomplish your goals.
In implementing our clients' investment portfolios we employ a disciplined investment approach that is supported by decades of academic research. We put particular emphasis on minimizing our clients' fees and taxes.
If you are interested in working with a long-term financial partner who you can trust, we invite you to contact us.


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