Vital to the long-term vision of Squire Wealth Advisors are the concepts of independence, objectivity, continuity of highly motivated professionals and a passion for first-class client service.

We are a Registered Investment Advisor and have a fiduciary obligation when building and maintaining your portfolio.  A fiduciary is defined as “one that stands in a special relation of trust, confidence, or responsibility in certain obligations to others.”The fiduciary duty is generally considered the highest legal duty that one party can have to another, and we take that duty very seriously. The Investment Advisers Act of 1940 has been interpreted to provide that Registered Investment Advisors have the following duties: a duty of loyalty and to always act in the utmost good faith; a duty to place clients’ interests first and foremost; and a duty to make full and fair disclosure of all material facts and, in particular, information as to any potential and/or actual conflicts of interest.

In contrast, broker/dealer firms that are not Registered Investment Advisors are held only to a “suitability” standard, which requires that products only be suitable, not necessarily in a client’s best interest. Thus, such brokers can charge any amount for a product as long as it is “suitable” for the client’s portfolio.

Squire Wealth Advisors is an independent, fee-only investment advisor firm. We do not receive compensation from any financial institution. Our advice is free of any conflict of interest. We have never been involved in any litigation or regulatory dispute. Squire Investment’s philosophy is reflected in the conscientious procedures that keep our clients’ best interest first.