: Squire Wealth is passionate about the mission of Dave Ramsey, which aims to empower individuals, families, and businesses with the knowledge and strategies essential for attaining financial independence. Dave's principles regarding financial education and retirement planning seamlessly align with the core values guiding our operations at Squire Wealth Advisors. 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 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 through our industry experience and commitment to assisting others.
We listen to what matters to you.
We strive to establish a personal connection, fostering an environment where you feel understood and comfortable sharing your aspirations. Collaboratively, we will develop a customized plan aimed at realizing your objectives.
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 align investments with your life and help you understand what you’re investing in and why. We encourage you to stick with your long-term goals and offer tailored guidance suited to your unique circumstances.