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. Learn more here.
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.
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.
 | Tucker Morin, CFP®Retirement Plan AdvisorArea of Focus:
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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.
 | Kjirstin PondAdministrative AssistantArea of Focus:
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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 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.
We agree to the SmartVestor Code Of Conduct. We believe everyone deserves access to solid, professional investing guidance.
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 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 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.
We welcome the opportunity to learn more about your circumstances and share how Squire Wealth Advisors can add value to your life.
