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Switchpoint Financial Planning LLC

2901 W Bluegrass Blvd Suite 200-26, 2901 W Bluegrass Blvd Suite 200-26 Lehi, UT 84043 (Map) (Set as Local)
+1 (801) 753-8538 - Main Phone Number
Validated on January 15th, 2019.


+1 (801) 753-8538 - Main Phone Number

We provide comprehensive financial planning to families and professionals. Our business model sets us and allows us to work with the middle class along with the ultra-wealthy alike. We feel incredibly lucky to be able to work in a career that combines our love of fund with all our desire. We're a member of The National Association of Personal Financial Advisors (NAPFA) that may be the nation's leading expert institution of Fee-Only financial advisers --highly trained professionals who are committed to in the needs of those that they serve. We are also an associate of their XY Planning Network, whose assignment will be to connect users, with best-in-class financial consultants that follow a standard, no matter era or resources.
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