Aaron Squires is a CFP®, CFA®, and Series 66-licensed advisor with 14 years of industry experience. He is the sole advisor at Squires Law & Squires Investments, LLC, where he combines legal, tax, and investment services. His prior experience includes roles at Arkadios Wealth Advisors, Anderson Dorn & Rader Ltd., and Summit Wealth Investments, Family Office/Tax. He is also a licensed attorney and CPA.
Squires Law & Squires Investments, LLC offers integrated investment management, financial planning, and legal/tax services to a range of clients including individuals, trusts, foundations, corporations, and pension plans. The firm applies a total-portfolio, relative-value investment approach that incorporates asset allocation, tax sensitivity, and both fundamental and quantitative analysis, supported by its unique structure combining law and investment advisory services.