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.