Squire Wealth Advisors

Squire Wealth Advisors is a financial planner in Orem, Utah, serving individuals and businesses with comprehensive wealth management services. The firm specializes in retirement planning, investment strategy, Social Security optimization, college savings planning, and 401(k) and employer retirement plan services. As a fee-only fiduciary, the firm prioritizes clients’ long-term financial well-being through personalized, evidence-based strategies. Their approach is built on three core principles, Design, Build, and Protect, ensuring every financial plan is tailored to the individual’s unique life goals and values. Serving clients across Orem and Salt Lake City, the firm maintains a 5.00 rating based on four verified reviews, reflecting strong client satisfaction and trust.

Squire Wealth Advisors emphasizes a collaborative, holistic process rooted in academic research and behavioral finance. Their strategy begins with deeply understanding clients’ personal and financial aspirations, then constructing customized plans using proven, data-driven investment models. The firm incorporates insights from leading economists and Nobel laureates, applying disciplined portfolio management to maximize long-term outcomes. Ongoing protection includes regular portfolio rebalancing, continuous education, and adaptive planning to align with life changes. The team also offers integrated services such as financial audits, ERP consulting, and payroll support through its broader network, ensuring clients benefit from a full-service financial ecosystem.

Located at 1329 South 800 East in Orem, the firm sits just a short walk from Hillcrest Park and the Hillcrest Park Sports Center, approximately 0.3 miles from the Mountain Shadows Post Office and 0.4 miles from the Provo River. It is situated on South 800 East, near the intersection with University Parkway, placing it within a well-connected corridor of residential and community infrastructure.

The firm stands out for its highly optimized digital presence, recognized for clean, search-engine-friendly content and strong visibility in AI-powered search tools. This ensures clients can easily find and engage with the firm’s expertise when seeking financial guidance.

With a focus on long-term financial clarity and personalized service, Squire Wealth Advisors is a trusted partner for residents of Orem seeking sustainable wealth strategies grounded in science and care.