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Strategy

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.

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Our Services

Others talk of a comprehensive approach.

We embody it.

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.


Need Help?

It All Begins With Understanding You

Whether you’re a business owner or an individual preparing for retirement, we will help you to identify your needs and achieve your financial goals.

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Business Owners

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. Learn more here.


Financial wealth advisor

Retirees & Pre-Retirees

Whether you're just beginning to plan for retirement or already transitioning into this new phase of life, our retirement-focused financial plans are designed with your long-term needs in mind. We aim to provide peace of mind by helping you develop strategies for sustainable income, investment management, and protecting your wealth. Our goal is to give you the financial freedom to enjoy your retirement to the fullest, without worrying about running out of resources. Learn more here.


Sound like you? Let’s get started.


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Getting to Know

Squire Wealth Advisors

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.

Wayne Barben Photo

Wayne Barben

Partner, CPA/PFS
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 Wayne Barben

Wayne Barben

PARTNER


Areas of Focus:

  • Tax and Pension
  • Retirement Planning

Profile:

  • Joined Squire & Company, PC in 1997
  • Advisor with Squire Wealth Advisors
  • Experience setting up and administering 401(k), SEP, profit sharing and defined benefit plans
  • Enjoys helping people implement an evidence-based strategy for their investment portfolio
  • Affiliated with other professionals for insurance and estate planning needs
  • Married to Tami, 3 children
  • Tami and Wayne both love the outdoors, sports, good movies and music

Education and Certifications:

  • MACC, Utah State University
  • Certified Public Accountant
  • Personal Financial Specialist

Affiliations:

  • Utah Valley Estate Planning Council
  • Utah Valley University Foundation
  • American Institute of Certified Public Accountants, member
  • Utah Association of Certified Public Accountants, member
Nathan Larsen Photo

Nathan Larsen

Partner, CPA/PFS
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Nathan Larsen

Nathan Larsen

Partner


Areas of Focus:

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Tax Compliance
  • Pension Assurance Services

Industry Specialties:

  • Non-profit Organizations
  • Mining & Energy
  • Oil & Gas
  • Insurance Agents

Profile:

  • Joined Squire & Company, PC in 2008
  • Enjoys helping clients with complex tax planning and compliance
  • Nathan is passionate about investment management and helps clients implement evidence-based investing
  • Has experience with Corporations, Partnerships, multi-state tax compliance and international tax reporting

Education and Certifications:

  • Bachelors of Science in Accounting, Utah Valley University 2008
  • Masters of Business Administrative, Utah State University 2013
  • Certified Investment Advisor Representative 2014
Dave Archibald Photo

Dave Archibald

Partner, CPA/PFS
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Dave Archibald

Dave Archibald

Partner


Areas of Focus:

  • Information Systems
  • Microsoft Dynamics GP

Industry Specialties:

  • Direct Selling

Profile:

  • Joined Squire & Company, PC in 2005
  • Served as a controller for a local security company

Education and Certifications:

  • B.S., Brigham Young University
  • MAcc, Brigham Young University
  • Certified for Microsoft Dynamics GP
  • Certified for Microsoft SQL Server
  • Certified for Scribe Software
Dwayne Asay Photo

Dwayne Asay

Partner, CPA/PFS
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Dwayne Asay

Partner


Area of Focus:

  • Wealth Accumulation and Management

Profile:

Dwayne concentrates his efforts and extensive knowledge on getting clients to, and ultimately maintaining, their financial independence.

  • Joined Squire & Company, PC in 1997
  • Has a significant background in tax, audit and business operations
  • Worked for McGladrey & Pullen, LLC, in Las Vegas, out of college
  • Served as controller in private industry for a software company

Education and Certifications:

  • B.S., Brigham Young University
  • MAcc, Brigham Young University
  • Certified Public Accountant

Affiliations:

  • American Institute of Certified Public Accountants, member
  • Utah Association of Certified Public Accountants, member
Clayton Johnson Photo

Clayton Johnson

Wealth Advisor, CFP®
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 Clayton Johnson

Clayton Johnson

WEALTH ADVISOR


Clayton is passionate about helping others navigate complex financial and life decisions to achieve peace of mind and live the life they want now and in the future. He primarily helps:
  • Business owners seeking ways to build their wealth and reduce their taxes
  • Tech professionals & executives trying to maximize the after-tax return on their RSUs and other forms of equity compensation
  • Individuals and families preparing for retirement
  • High-Net-Worth families seeking to preserve their wealth and establish a legacy

Education and Certifications:

  • Bachelor of Science in Business Management, BYU
  • CERTIFIED FINANCIAL PLANNER™

Affiliations:

  • Clayton serves as a board member for the Utah Valley Estate Planning Council, an organization committed to expanding estate planning knowledge and expertise.
  • He also serves as a board member for International Jumuiya, a non-profit organization dedicated to providing critical resources to underprivileged students, refugees, and families.
  • Financial Planning Association – Utah Chapter
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Drew Bigler

Wealth Advisor, CPA
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Drew Bigler

Drew Bigler

wealth advisor


Area of Focus:

  • Tax

Industry Specialties:

  • Consolidated returns
  • Construction
  • Adoption Credits
  • Private Small Businesses and Individuals

Profile:

  • Joined Squire & Company, PC in 1990
  • Married with 4 children
  • Hobbies include golfing, hunting and fishing

Education and Certifications:

  • B.S., Brigham Young University – 1988
  • MAcc, Brigham Young University – 1989

Affiliations:

  • American Institute of Certified Public Accountants, member
  • Utah Association of Certified Public Accountants, member
Julie Anderson Photo

Julie Anderson

Wealth Advisor, CPA
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 Julie Anderson

Julie Anderson

wealth advisor


Area of Focus:

  • Taxation and Investments

Profile:

  • Experience in national and local accounting firms
  • Joined Squire & Company, PC in January 2004

Education and Certifications:

  • Certified Public Accountant
  • Investment Advisor Representative
  • MAcc, Brigham Young University
  • B.S., Brigham Young University
Greg Hyde Photo

Greg Hyde

Partner, CPA/PFS, CFP®
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Greg Hyde

Greg Hyde

Partner


Areas of Focus: 

  • Federal and state individual and business tax planning and compliance
  • Estate and gift planning and compliance
  • Charitable and fiduciary income tax planning and compliance

Industry Specialties:

  • Tax and Wealth Advisory

Profile:

  • Greg serves a number of closely-held businesses and their owners, executives and professionals, and high-net-worth and high-income individuals.
  • Greg is the leader of Squire’s Wealth Advisory practice in its Salt Lake City office and enjoys the opportunity that provides to help clients reach their overall financial goals.
  • Greg has extensive experience with employee stock options.
  • He is an educational speaker to employees and professional groups.
  • He assists numerous clients with tax and financial planning and related income tax compliance issues.

Education and Certifications:

  • Greg received his Bachelor of Science and Masters of Accountancy degrees from Brigham Young University in 1997

Affiliations:

  • Greg is the past president and current board member of the Salt Lake Estate Planning Council
  • Has served on the boards of the IHC Foundation for Homecare and Hospice and Primary Children’s Medical Center Planned Giving Committee
Wade Watkins Photo

Wade Watkins

Partner, CPA
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Tim Christensen

Wade Watkins

Partner


Profile:

  • Wade is the partner-in-charge of Squire’s sales and use tax services and services a number of companies with sales and use tax compliance.
  • He is an educational speaker to university and professional groups.
  • Wade serves on the Executive Committee within Squire.
  • He serves on Squire’s Recruiting Committee.
  • Wade enjoys many outdoor activities including mountain and road biking, backpacking, hiking with his wife, four children and anyone else he can get to tag along. He has also been coaching and refereeing soccer for over 30 years.

Education and Certifications:

  • Received Bachelor of Arts and Masters of Accountancy degrees from Weber State University in 1995
  • Certified Public Accountant – licensed in Utah, District of Columbia and Hawaii
Kadin Bullock Photo

Kadin Bullock

Associate Advisor, CFP®
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Tim Christensen

Kadin Bullock

Associate Advisor, CFP®


Profile:

Kadin works with high-net-worth individuals, families, and business owners to help them simplify their lives, avoid costly mistakes, and grow their wealth. He provides investment, financial, tax, and estate planning counsel to his clients.

Education and Certifications:

  • Bachelor of Science in Finance, BYU
  • CERTIFIED FINANCIAL PLANNER™
  • Series 65
Camille Fox Photo

Camille Fox

Associate Advisor
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Tim Christensen

Camille Fox

Associate advisor


Profile:

  • Camille works with high-net-worth individuals, families, and business owners to help them simplify their lives, avoid costly mistakes, and grow their wealth. She provides investment, financial, tax, and estate planning counsel to her clients. 
  • Camille received her bachelor’s degree in Finance from UVU. Outside of work she enjoys playing soccer, rock climbing, mountaineering, camping, boating, traveling, and yoga. 

Education and Certifications:

  • Bachelor of Science in Finance, UVU 
  • Business Management Associate of Science, UVU 
  • Occupational Therapy Assistance Associate of Science, SLCC 
  • Series 65
Teresa Staker Photo

Teresa Staker

Client Relationship Specialist
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Teresa Staker

Teresa Staker

Client Relationship Specialis


Area of Focus:

  • Squire Wealth Advisors Account Administration

Profile:

  • Joined Squire Wealth Advisors in 2013
  • 401(k) & Pension Marketing Director 2005-2013
  • 22 years of experience in business administration, marketing, office management, event planning, customer service, and human resources
  • Hobbies include running, bread making, crocheting, interior design, landscape design, reading, and cooking

Education and Certification:

  • Advanced Business Applied Technology Training Program 1989 – Jordan Valley Technology Center
  • A.S. Business Administration 1991 – LDS Business College

Affiliations:

  • Friends & Neighbors of Sunset 11th Ward Bookclub
  • Daughters of Utah Pioneers – 2011 - present


Strategic Partnerships

For Your Benefit

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.


The Bam Alliance
Charles Schwab
Fidelity Investments
TD Ameritrade


Are you ready to reach your goals?


Contact Us to Begin

Squire Wealth Advisors is passionate about the mission of Dave Ramsey, which aims to empower individuals, families, and businesses with the knowledge and strategies essential for attaining financial independence. Dave's principles regarding financial education and retirement planning seamlessly align with the core values guiding our operations at Squire Wealth Advisors. We dedicate the time needed to listen to your goals and educate you on your investment options.

What does it mean to work with a SmartVestor Pro?

We agree to the SmartVestor Code Of Conduct. We believe everyone deserves access to solid, professional investing guidance.

We listen to what matters to you.

We strive to establish a personal connection, fostering an environment where you feel understood and comfortable sharing your aspirations. Collaboratively, we will develop a customized plan aimed at realizing your objectives.

We teach you about your options.

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 care about your future.

We align investments with your life and help you understand what you’re investing in and why. We encourage you to stick with your long-term goals and offer tailored guidance suited to your unique circumstances. 


****  SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions and Squire Wealth Advisors (“Squire”), Squire pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor’s Pros geographic region. 

This arrangement with Ramsey Solutions presents a conflict of interest.  Due to the compensation received by Ramsey Solutions, the third-party has a financial incentive to introduce you to Squire.  This includes an incentive to present Squire Wealth Advisors and its investment advisor representatives, more to consumers than other investment professionals that potentially could be paying lower fees to Ramsey Solutions than Squire.  Investors can read more about the material terms of the compensation arrangement here. The fees paid by Squire to Ramsey Solutions are paid irrespective of whether an investor becomes a client of Squire and are not passed along to the client.  

However, consumers should understand that Squire and other investment professionals that are available through SmartVestor pay Ramsey Solutions fees to participate in the program.  Further, the amount of compensation each investment professional pays to Ramsey Solutions will vary based on certain factors and choose to advertise in local or national markets.  Consumers should know that the financial compensation element of the arrangement between Squire Wealth Advisors and Ramsey Solutions is a critical part of this material conflict of interest.  

Ramsey Solutions is not a current client of Squire Wealth Advisors, and therefore this is an endorsement under the Advisers Act. Squire and its affiliates, including Squire & Company, PC, do not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of Squire Wealth Advisors or its affiliates. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Squire, except in connection with providing your contact information to your advisor.

Resources

Squire Wealth Advisors clients enjoy access to a wealth of our regularly updated insights and educational resources. From articles to podcasts and videos, see our latest below.

Upcoming Events: 

State of the Market Webinar Photo

State of the Market Webinar

Jan. 17, 2025
RSVP

Join Squire Wealth Advisors and Sheldon McFarland from Buckingham, for our quarterly webinar series where we will discuss the current state of the market and what investors need to know.

When:

Friday, January 17, 2025 12:00 PM - 1:00 PM

Register Here





Where:

Online



Tax Updates & Planning Webinar Photo

Tax Updates & Planning Webinar

Feb. 6, 2025
RSVP

Join Squire Wealth Advisors for a Tax Updates & Planning Webinar.

When:

February 6th, 2025
12:00 PM-1:00 PM

Register Here

Where:

Online


             


           






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What Can We Do for You?

We welcome the opportunity to learn more about your circumstances and share how Squire Wealth Advisors can add value to your life.