C. H. Dean, Inc. is an independent and privately held asset management and financial services firm that has been helping individuals, businesses and institutions achieve their financial goals since 1965. C. H. Dean, Inc. specializes in asset management, wealth management and medical practice management, providing integrated and customized services.

We believe our individualized attention to client needs and dedicated teams of skilled financial professionals set our firm apart from our competition.

Vision and Mission

To excel at helping institutions and private clients reach their financial goals through our skill in providing asset management solutions and highly personalized relationships.

This allows us to create a mission based on our beliefs: putting clients first, excellence in people and practices, and teamwork.