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.