Our Story

Our Story

More than 40 years ago, DeLance Squire and his son Joe established Squire & Company as the most trusted accounting and consulting firm in Utah Valley. Over the years, Squire’s growth and reputation inspired its clients to ask for a new service to replace the rat race of active investing with rational, evidence-based investing and organized wealth management.

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Our Process

Our Process

A critical component to your client experience with our firm is the formation of a robust investment plan to guide you and us as we build and maintain your portfolio for you. Our broad process consists of four essential steps…

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Our People

Our wealth management team is comprised of trusted advisors, many of whom are CPA's as well. We blend our financial, investment and tax management experience with a team approach and personal commitment to connecting your financial assets with your wealth goals.

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Our Clients

Our mission is to serve clients who are seeking an advisor with the perspective necessary to properly plan their future and then effectively implement that plan. They expect regular communication and state-of-the-art reporting to educate them concerning the current markets—helping them remain disciplined when making significant decisions.

Visit with an advisor today to learn how we can help you grow and protect your wealth.

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