James Sweeney, CFA, CFP®, MBA

A pioneer in flat fee financial planning, I launched SwitchPoint in 2016 to help people navigate the transition to retirement. Since then, we've helped over 100 clients prepare for and make that transition.

Our goal is to help our clients gain clarity and confidence in their retirement plan. We go far beyond managing investments, becoming a trusted decision partner in all aspects of our clients' financial lives.

It is truly a privilege to be able to collaborate with amazing people and help them achieve greater peace of mind and live their best lives.