THE 
DIFFERENCE
At Squire Asset Management, we specialize in developing financial and retirement planning strategies and coordinate the advice and guidance you receive from all of your trusted advisors – including financial, tax and legal professionals. Our goal is to bring clarity to each of your financial challenges.
OUR COMMITMENT TO YOU
At Squire, our team works directly for you. As a boutique asset management firm, we are loyal, focused, and emphasize prudent risk management, while being supported by the nation’s largest independent broker-dealer LPL Financial, which partners with more than 14, 000 financial advisors and approximately 700 financial institutions. (As reported by Financial Planning magazine, June 1996-2015, based on total revenue.)
We take the time to understand your individual financial and wealth management desires and requirements. We also carefully consider your short-, medium- and long-term goals, and your current lifestyle requirements when building individualized asset management plans.
Squire believes that when a fallacy is used in the industry it’s easier to understand what “cannot be,” than it is to try to understand what marketers are saying can be. Any foundation built upon a knowledge of logic and fallacies is ahead of the curve.
At Squire, we actually address your fear of less rather than talking you in a cirlce around it.
Squire Asset Management has more than 16 years of knowledge and expertise, navigating extremely turbulent markets. We use both current and historical analyses of domestic and global markets, enabling us to propose comprehensive portfolio strategies. At Squire, we:
- Assist you in working towards your financial goals, using an executable plan that is continually monitored.
- Communicate withy you and provide immediate responses to your questions.
- Make recommendations that are always in your best interest.
Our Values
Think Big.
Never rest, never assume, always question the status quo. Think big, dream big. Do the work to get the results.
Stand Tall.
Be brave and proud in the face of opposition. Change is hard, but helping others see the truth makes our work worthwhile.
Operate with Passion.
Live passionately. Show passion at work, at home, in your choices, and in life.
Be Loyal.
Don’t have too many clients so that you can take care of each of them with the attention they deserve.
Believe.
For the LORD gives wisdom, and from his mouth comes knowledge and understanding. (Proverbs 2:6)
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