Squire Wealth Advisors

Matthew Hopkins is a financial advisor at Squire Wealth Advisors in Orem, UT. He holds a Series 65 designation and has been in the industry since 2022, with prior experience at Bridge Investment Group and four years at Brigham Young University. Squire Wealth Advisors manages approximately $494 million in discretionary assets for a diverse client base including individuals, retirement plans, trusts, and small businesses. The firm employs a market-efficiency framework and Modern Portfolio Theory to construct diversified, low-turnover portfolios primarily using passive and evidence-based funds.

Dwayne Asay is a financial advisor at Squire Wealth Advisors in Orem, UT, holding a Series 65 designation with seven years of industry experience. He has been with Squire Wealth Advisors since 2016 and has been associated with the affiliated accounting firm Squire & Company PC since 1997. Squire Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $494 million in discretionary assets. The firm employs an investment approach grounded in Modern Portfolio Theory and market efficiency, focusing on diversified, low-turnover portfolios primarily composed of passive and evidence-based funds.

Julie Anderson is a financial advisor at Squire Wealth Advisors with 21 years of industry experience. She holds the PFS™ and Series 65 credentials and has been with Squire & Company PC since 2005. Outside of her advisory role, she owns two investment-related businesses, Ascent Investments LLC and Greenflow LLC. Squire Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $494 million in discretionary assets. The firm employs a market-efficiency investment approach based on Modern Portfolio Theory, utilizing primarily passive and evidence-based funds, and offers integrated accounting and tax services through its affiliate Squire & Company, PC.

David Bigler is a financial advisor at Squire Wealth Advisors in Orem, UT, holding the PFS™ designation and Series 65 license with 11 years of industry experience. He has been with Squire Wealth Advisors since 2012 and has been affiliated with the parent firm, Squire & Company, since 1990. Squire Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm manages approximately $494 million in discretionary assets using investment strategies grounded in Modern Portfolio Theory and a market-efficiency framework, emphasizing diversified, low-turnover portfolios primarily composed of passive and evidence-based funds.

Phillip Peine is a PFS™ credentialed financial advisor with over 30 years of experience, currently with Squire Wealth Advisors since 2026. He previously worked at HintonBurdick for 29 years. Squire Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $494 million in discretionary assets. The firm employs a Modern Portfolio Theory and market-efficiency approach, utilizing diversified, low-turnover portfolios built mainly from passive and evidence-based funds.

Gregory Hyde is a CFP® and PFS™ credentialed financial advisor with seven years of industry experience. He is currently with Squire Wealth Advisors and has prior experience at Pinnock, Robbins, Posey & Richins P.C. His background includes roles at both Squire Wealth Advisors and its affiliate, Squire & Company, PC. Squire Wealth Advisors serves a diverse client base including individuals, qualified retirement plans, trusts, and small businesses, managing approximately $494 million in discretionary assets. The firm employs a market-efficiency approach grounded in Modern Portfolio Theory, using primarily passive and evidence-based funds, and integrates accounting and tax services through its affiliation with Squire & Company, PC.

Kadin Bullock is a CFP® with three years of industry experience, currently advising at Squire Wealth Advisors since 2022. Prior to joining Squire Wealth Advisors, he was involved with Alder Holdings, LLC and has experience outside of finance, including roles in education at Timpanogos High School and Orem Junior High School. Squire Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, and small businesses, managing approximately $494 million in discretionary assets. The firm employs a Modern Portfolio Theory and market-efficiency approach, focusing on diversified, low-turnover portfolios primarily composed of passive and evidence-based funds.

Nathan Larsen is a financial advisor at Squire Wealth Advisors in Orem, UT, holding the PFS™ designation and Series 65 license with 12 years of industry experience. He has been with Squire Wealth Advisors since 2012 and is also associated with Squire & Company PC. Squire Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $494 million in discretionary assets. The firm employs a Modern Portfolio Theory approach with diversified, low-turnover portfolios primarily composed of passive and evidence-based mutual funds and ETFs, and coordinates closely with its accounting affiliate, Squire & Company PC.

Camille Fox is a CFP® with three years of experience in financial advising, currently with Squire Wealth Advisors since 2022. Prior to joining the firm, she worked in healthcare and education roles at Orem Rehabilitation and Nursing Ensign Services and Utah Valley University. Squire Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, and small businesses, managing approximately $494 million in discretionary assets. The firm employs a market-efficiency investment approach focused on diversified, low-turnover portfolios primarily using passive and evidence-based funds.

David Archibald is a financial advisor at Squire Wealth Advisors in Orem, UT, holding a Series 65 designation with 11 years of industry experience. He has been with Squire Wealth Advisors since 2014 and is also a partner and shareholder in the affiliated accounting firm Squire & Company, where he has been involved since 2005. Squire Wealth Advisors serves a diverse client base including individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $494 million in discretionary assets. The firm employs a market-efficiency investment approach grounded in Modern Portfolio Theory, utilizing diversified, low-turnover portfolios primarily composed of passive and evidence-based mutual funds and ETFs.

Wayne Barben is a financial advisor at Squire Wealth Advisors with 21 years of industry experience. He holds the PFS™ designation and Series 65 license. Barben has worked at Squire Investment Management Company, LLC since 2004 and has been associated with Squire & Company PC since 1997. Squire Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $494 million in discretionary assets. The firm employs a Modern Portfolio Theory and market-efficiency approach, emphasizing diversified, low-turnover portfolios primarily composed of passive and evidence-based funds.

Tucker Morin is a CFP® professional at Squire Wealth Advisors with four years of industry experience. He previously worked at Soltis Investment Advisors LLC, Caliber Wealth Management, LLC, and Fidelity Brokerage Services, LLC. Squire Wealth Advisors serves a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $494 million in discretionary assets. The firm employs a Modern Portfolio Theory-based approach with diversified, low-turnover portfolios primarily composed of passive and evidence-based mutual funds and ETFs.

Wade Watkins is a financial advisor at Squire Wealth Advisors with three years of industry experience. He holds a Series 65 credential and has prior experience at Pinnock, Robbins, Posey & Richins from 1998 to 2018. Outside of his advisory role, he is a partner and CPA at the public accounting firm Squire & Company, PC. Squire Wealth Advisors serves a diverse client base, including individuals, retirement plans, trusts, and small businesses, managing approximately $494 million in discretionary assets. The firm employs an investment approach grounded in Modern Portfolio Theory, focusing on diversified, low-turnover portfolios primarily composed of passive and evidence-based mutual funds and ETFs.