These three simple words serve as a guide for how we keep your values, needs, concerns and hopes at the forefront of everything we do — from the big picture to the smallest of details.
To read more about our approach to planning, download our brochure.
Squire Wealth Advisors is uniquely positioned to serve business owners and retirees. We’re focused not only on the basic fundamentals of your financial well-being, but the building blocks for your overall happiness. We want to help you see the bigger picture through the lens of every single smaller one. For every element of your life that involves a dollar sign, we’ll have a perspective.
For business owners, the success of your business is an integral component of your financial health. So you need a customized, comprehensive plan that thoroughly and thoughtfully integrates your goals, both personally and professionally. We believe connecting the many facets of your personal and business life puts both in a better position for financial success.
Each path to retirement is unique. That is why we help business owners and their employees create and execute their retirement plans so that they can maintain their standard of living throughout retirement.
Squire Wealth Advisors is a fee-only financial advisory firm devoted to upholding the fiduciary standard and always acting in the best interest of our clients. By working with fee-only fiduciaries who always work in your best interest, you will never pay our advisors a commission for selling products. This model ensures we are always on your side.
Dwayne concentrates his efforts and extensive knowledge on getting clients to, and ultimately maintaining, their financial independence.
As a firm, we’ve established connections with industry leaders in financial services and wealth management to provide unmatched service to our clients. With such resources, we focus our energy on delivering objective advice that is in your best interest - always.
Squire Wealth is passionate about the mission of Dave Ramsey to help individuals, families, and businesses understand the habits and processes that can assist them in achieving financial independence. We are excited to be professionals trusted and recommended by Dave Ramsey. Dave's beliefs about financial education and retirement planning are a natural fit as the same beliefs drive everything we do at Squire Wealth Advisors. By having the heart of a teacher, and not of a salesperson, we dedicate the time needed to listen to your goals and educate you on your investment options.
We agree to the SmartVestor Code Of Conduct. We believe everyone deserves access to solid, professional investing guidance. We have earned our position as SmartVestor Pros because of our experience in the industry and our drive to help others. You won't have to do all the research on market fluctuations, fee schedules and more in your spare time.
We are people you can relate to and share your dreams with. We’ll work together WITH you to create a plan to help you reach your goals. We know your goals and can be the voice of reason through the ups and downs of the market.
We can help you understand your investing options like mutual funds, IRAs, 401(k)s, 529 college savings accounts, and more. It's your money and we put your goals first. We want you to make informed decisions.
We fit investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals. Your goals for the future, where you are in your financial journey, the questions you have - all of that matters to us and helps us know how to guide you.
We welcome the opportunity to learn more about your circumstances and share how Squire Wealth Advisors can add value to your life.
