It all began in 1974 when DeLance Squire and his son Joe established our affiliated accounting firm Squire & Company in Orem. For years, many of our accounting clients asked whether we could also manage their investments. Too often, they were finding traditional, transaction-based investing to be an unpleasant experience filled with complex costs, conflicting interests, and nerve-wracking outcomes. We noticed the same when we established our firm’s 401(k) plan in 1995.
There had to be a better way to invest, we reasoned. So we found one.
In 1999, one of our study groups referred us to the BAM ALLIANCE , who in turn introduced us to fund manager Dimensional Fund Advisors. Together, we felt we could replace the rat race of active investing with rational, evidence-based investing and organized wealth management that we and our clients could hang our hats on for the long run.
In 2000, we established Squire Wealth Advisors as an independent Registered Investment Advisor firm. As a member of the BAM ALLIANCE, we are part of a nationwide community of more than 140 firms who are united in belief and in practice that there is a better way to help investors and their families safeguard their financial futures and realize their dreams.
This is a message that we are dedicated to spreading. May we share our ideas with you?