A complete list of active advisors currently associated with Squire Wealth Advisors

Warmer can help you find a great advisor at Squire Wealth Advisors or one who fits your needs even better.

Squire Wealth Advisors (operating as Squire Investment Management Company, LLC) provides investment management, financial planning, and employee retirement plan advisory services to individuals, qualified retirement plans, trusts, charitable organizations, corporations and small businesses. The firm offers ongoing portfolio management (discretionary and nondiscretionary), written investment policy statements, and standalone financial plans, and also makes available third‑party cash management solutions such as Flourish Cash. The firm's investment approach is rooted in Modern Portfolio Theory and a buy‑and‑hold, evidence‑based philosophy, typically implemented with diversified mutual funds and ETFs (with a primary use of Dimensional Fund Advisors funds) and model portfolios where appropriate. SimCo uses portfolio modeling tools and Monte Carlo analysis to set asset allocations, monitors accounts quarterly, and leverages Focus Partners Advisor Solutions for model portfolios, sub‑advisory fixed‑income management, and back‑office trade processing. What is distinctive about this firm is its ownership and operational ties to an affiliated accounting firm, Squire & Company, PC: the advisory personnel are also associated with that accounting practice, some clients receive complimentary accounting services as part of the advisory relationship, and the affiliate may provide separate tax, TPA, or administrative services for retirement plan clients. The firm also discloses use of third‑party referral and lead platforms (SmartVestor/SmartAsset) and maintains arrangements for fee withdrawal and cash sweep solutions, which can affect how services and referrals are coordinated compared with many peers.

To learn more about the advisors currently working at Squire Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.