Your Success
Is Our Success.

We are a boutique asset management firm helping Individuals, Families, Businesses & Institutional Investors achieve their long term financial goals.

We are currently experiencing technical difficulties with our Retirement Login, if you need immediate assistance please contact a Dean Retirement Plan Representative at (937)222-3326

The Dean Difference

Client Commitment

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Our long-term business and investment philosophy has led our clients to competitive returns.

Trusted Expertise

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We invest in excellence in people and practices to ensure that our clients receive unparalleled service.

Personalized Service

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We put client interests first, always. We actively listen to deliver the most effective financial strategies.

Growth Through Traditional Value Investing.

Our investment services utilize multiple valuation metrics to opportunistically identify companies trading below their intrinsic value. We are proud to offer:

Separately Managed Accounts

Dean’s Separately Managed Accounts can offer investors an alternative to traditional mutual funds.

Dean Mutual Funds

Dean offers two traditional pure
value approach mutual funds.


We couple innovative customized solutions with high touch personalized service.

Asset Management
Retirement Planning
Tax & Accounting


Our clients continue to trust us to serve their families one generation after another.

Family Office Services
Family Legacy Planning
Tax & Accounting


Businesses have trusted us for years to act as their outsourced business advisor.

Business Advisory
Retirement Plans
Tax & Accounting

Institutional Investors

We have a long history of working with Foundations, Endowments, & financial professionals.

Separately Managed Accounts
Foundations & Endowments
Retirement Plans

A Team To Accomplish Goals

We have a strong commitment to teamwork. Together, we think ahead, plan, and develop cohesive wealth strategies based on our clients’ unique needs.

quote stephen miller
quote beth verdoorn
quote matt wallace