Our Story

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?

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Values

To help us achieve our vision, we are dedicated to the principles of:

  • Integrity — We expect it in ourselves and in others. Our high-quality processes and services start with and stand on integrity.

  • Teamwork — Collective success requires working together and the vision to change.

  • Balance — Balance isn't an act, it's a strategic approach. Achieving it physically, mentally, emotionally and spiritually—in every life setting—necessitates active planning and effort. We plan for balance.

  • Community — We live here. We work here. Here is our community. We are active in the efforts that help our community improve and grow.

  • Happiness — Personal and client happiness is our goal. When achieved, it means we're performing well and that our clients are gaining perspective.

  • Innovation — Lasting growth and profitability always stem from innovation. We've created a tradition of encouraging creative insight among ourselves and others.

  • Communication — We live by this principle: The best results are achieved when everyone engages in open and honest communication.

  • Training — It's always beneficial to share insight through training. It's how we offer smarter vision and higher perspective.

Our Duty

  • Our duty is to always act in the utmost good faith.

  • Our duty is to always place clients’ interests first and foremost.

  • Our duty is to always avoid all conflicts of interest in the management of your assets.

Our Promise

We are Registered Investment Advisors and have a fiduciary obligation when building and maintaining your portfolio. A fiduciary is “one that stands in a special relation of trust, confidence, or responsibility in certain obligations to others.” The fiduciary duty is generally considered the highest legal duty that one party can have to another, and we consider our service to our clients as a sacred trust.

Squire Wealth Advisors is an independent, fee-only investment advisor firm. We do not receive compensation from any financial institution. Our advice is free of any conflict of interest, and we have never been involved in any litigation or regulatory dispute.

Our People

We proactively provide innovative solutions and knowledge to help our clients set and meet their goals.

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