Squire Wealth Advisors

Squire Wealth Advisors is a Financial Planner in Orem, UT. The firm operates as a fee-only fiduciary and full-service wealth manager serving individuals and businesses in Orem and Salt Lake City. It holds a 5.00 rating based on 4 reviews.

The firm’s approach centers on a three-step strategy: Design, Build, and Protect. In the Design phase, advisors explore and clarify clients' life and financial goals to create tailored plans. The Build phase applies evidence-based strategies and academic research to construct investment portfolios aimed at achieving goals with minimal risk. The process incorporates insights from behavioral finance pioneers and 11 Nobel laureates. The Protect phase involves continual analysis, rebalancing portfolios to align with risk tolerance, and providing ongoing education to help clients stay focused on long-term objectives.

Squire Wealth Advisors also provides 401(k) and employer retirement plan services. The team helps businesses design and manage retirement plans, including 401(k), 403(b), 457, cash balance, and deferred compensation plans. Services include fiduciary expertise, employee education and financial wellness programs, investment oversight, and vendor coordination. The firm offers ongoing plan review and performance reporting. Clients can contact Tucker Morin, CFP®, for assistance with retirement plan solutions.

The business maintains a positive reputation, reflected in its perfect 5.00 rating from customers who have reviewed its services. This standing highlights the satisfaction of those who have engaged with its wealth management and retirement planning offerings.

Squire Wealth Advisors combines evidence-based financial science with personalized planning to help clients in Orem achieve their long-term financial goals.

Squire Wealth Advisors is located on S 800 East in Orem, UT. The firm is situated about a tenth of a mile from University Parkway and 0.2 miles from Hillcrest Park.

BizScoreAI gives the business a Technical score of 78 out of 100, which means the website is technically sound and secure so search engines can read it without errors. The Content Quality score is 75 out of 100. BizScoreAI also notes that the business ranks number 1 of 4 Financial Planner businesses scored in Orem.