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When Can I Retire?


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How Should I Invest to Meet My Goals?


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Should I Set Up a 401(k) For My Business?


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When Should I Claim Social Security?

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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.

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.


401(k) & Cash Balance Plans

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. 


Sound like you? Let’s get started.


Schedule an Initial Call

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

PHONE: (801) 226-7722

EMAIL: WAYNEB@SQUIRE.COM


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

PHONE: (801) 226-7722

EMAIL: NATHANL@SQUIRE.COM


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

PHONE: (801) 494-6025

EMAIL: DAVIDA@SQUIRE.COM


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

Dwayne Asay

Partner

PHONE: (801) 225-6900

EMAIL: DWAYNEA@SQUIRE.COM


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

PHONE: (801) 225-6900

EMAIL: CLAYTONJ@SQUIRE.COM


Profile:

  • Clayton 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.
  • Clayton is a CFP® and received his bachelor’s degree in business from BYU. Outside of work he enjoys playing and coaching volleyball, backpacking with his wife, and helping his twin daughters get into as much trouble as possible.

Education and Certifications:

  • Bachelor of Science in Business Management, BYU
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Affiliations:

  • Utah Valley Estate Planning Council
  • Financial Planning Association – Utah Chapter
McKay Lindsey Photo

McKay Lindsey

Wealth Advisor, CPA
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McKay Lindsey

McKay Lindsey

WEALTH ADVISOR

PHONE: (801) 228-2068

EMAIL: MCKAYL@SQUIRE.COM


Area of Focus:

  • Federal and state individual and business tax planning and compliance.

Industry Specialties:

  • Tax and Wealth Advisory

Profile:

  • McKay joined Squire & Company, PC in January 2017
  • McKay has experience with enterprise zone tax credits

Education and Certifications:

  • B.S., Utah State University
  • MAcc, Utah State University
  • Certified Public Accountant
  • Investment Advisor Representative

Affiliations:

  • American Institute of Certified Public Accountants, member
  • Utah Association of Certified Public Accountants, member
Drew Bigler Photo

Drew Bigler

Wealth Advisor, CPA
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Drew Bigler

Drew Bigler

wealth advisor

PHONE: (801) 226-7722

EMAIL: DREWB@SQUIRE.COM


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

PHONE: (801) 226-7722

EMAIL: JULIEA@SQUIRE.COM


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
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Greg Hyde

Greg Hyde

Partner

PHONE: (385) 215-2814

EMAIL: GREGH@SQUIRE.COM


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

PHONE: (385) 215-2805

EMAIL: wadew@SQUIRE.COM


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
Camille Fox Photo

Camille Fox

Associate Advisor
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Tim Christensen

Camille Fox

Associate advisor

PHONE: (801) 228-2054

EMAIL: camille.fox@SQUIRE.COM


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
Emma Brady Photo

Emma Brady

Associate Advisor
Read Bio

Tim Christensen

Emma Brady

Associate advisor

PHONE: (801) 228-2061 

EMAIL: EMMAB@SQUIRE.COM


Profile:

  • Emma 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. 
  • Emma received her Master’s degree in Accounting from BYU. Outside of work she enjoys playing soccer, rock climbing, ultimate frisbee, camping, and reading historical fiction. 

Education and Certifications:

  • Bachelor of Science in Accounting, BYU
  • Master of Accountancy, BYU
  • Series 65
Kadin Bullock Photo

Kadin Bullock

Paraplanner
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Tim Christensen

Kadin Bullock

Associate advisor

PHONE: (801) 228-2264 

EMAIL: kadinb@SQUIRE.COM


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:

  • Current student at BYU studying Finance
  • Series 65
Teresa Staker Photo

Teresa Staker

Administrative Assistant
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Teresa Staker

Teresa Staker

ADMINISTRATIVE ASSISTANT

PHONE: (801) 494-6047

EMAIL: TERESAS@SQUIRE.COM


Area of Focus:

  • Squire Wealth Advisors Account Administration

Profile:

  • Joined Squire Wealth Advisory 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 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.

What does it mean to work with a vetted SmartVestor Pro?

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 listen to what matters to you.

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 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 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.

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.

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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.