Squire Wealth Advisors

Squire Wealth Advisors

Founded in 2000, Squire Wealth Advisors emerged from the CPA firm Squire & Company, PC. It shares a parentage with an accounting practice that dates back decades and now operates across three Utah offices in Orem, Salt Lake City, and St. George. The firm describes its client base as concentrated among business owners and pre-retirees, with a planning philosophy centered on integrating personal and professional financial lives. The firm builds portfolios guided by academic research rather than market-timing and individual stock selection. It does not disclose a preferred fund family or a specific strategic asset allocation, but its wealth-management services span net-worth development, retirement planning, investment management, tax planning, estate and trust planning, education funding, and charitable giving. Squire participates in the SmartVestor referral program operated by Ramsey Solutions, paying a flat monthly fee to receive client introductions — a marketing arrangement that creates a disclosed conflict of interest because Ramsey Solutions has a financial incentive to steer consumers toward Squire. Greg Hyde runs the wealth advisory practice from the Salt Lake City office and leads the firm's estate and gift-tax planning work. The partnership group includes Nathan Larsen, who focuses on investment management and mining-and-energy clients, Wayne Barben, who handles retirement-plan design, and Dwayne Asay, who concentrates on wealth accumulation. The firm added associate advisors Matthew Hopkins and Kadin Bullock in 2024, reflecting a staffing build-out beneath the partner tier. Squire's structure is a fee-only fiduciary practice embedded inside a full-service CPA firm. This hybrid architecture gives its advisors ongoing access to tax-return data and in-house accounting professionals, allowing the wealth advisory team to make planning recommendations that reflect clients' actual cash flows and business structures rather than self-reported approximations.