Circle in a Square Advisors

Our Approach

At Circle in a Square Advisors, we provide personalized financial advice to help guide you on the path to a more confident future. Our team of advisors and staff members are eager to build a meaningful and effective relationship with you.

At your initial, no-obligation meeting, our primary job is to listen to you. We want to get to know you: to understand your goals, your concerns, and what you seek from a financial relationship. After our meeting, we will send you a summary of our discussion and a proposal that outlines how we would help you. We believe that quality advice includes implementation, and our on-going seasonal service model ensures that we will be with you every step of the way.

If you are looking for a full array of services, including financial planning, investment services, estate and tax planning, and asset protection strategies, you have come to the right place. Circle in a Square Advisors is here to help.


Background and qualification information is available at FINRA's BrokerCheck website

Client Satisfaction 5.0 out of 5 rating based on 28 reviews 100.0


Get timely global perspectives via email

Interested in the markets and investing? Subscribe to your choice of publications from the investment professionals at Columbia Threadneedle Investments, one of the nation’s largest asset managers. You’ll receive regular insights on financial markets, global and economic issues and investor needs and trends via email.
Subscribe now


Recent Activity

Files for Download


Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


view commentary  


Everyone has different financial goals and priorities. The right financial advisor can offer personalized, comprehensive advice that helps you prepare for what’s expected in life and even what’s not. Visit to learn more. (0:30)