Comprehensive Financial Management
C.H. Dean is a comprehensive financial management firm designed to personally address the complex financial needs of investors, businesses, and high net worth individuals. As a trusted financial advisor, we put our clients’ interests first in all that we do. Experience the Dean Difference.
In observance of Memorial Day, C.H. Dean’s offices will be closed on Monday May 27th. Our offices will reopen on Tuesday May 28th at 8:00am.
$78 billion Ohio PERS Hires Dean
January 2013
As reported in the December 2011 Emerging Manager Monthly issue, the $78.1 billion Ohio Public Employees Retirement System has hired 10 emerging managers to handle a total of $400 million. Dean Investment Associates was selected as the multi-cap value manager and was allocated $50 million. Learn more.
Dean Investment Associates
Dean Investment Associates, LLC, serves as an investment advisor to the Dean Small Cap Value and the Dean Mid Cap Value Fund, which are distributed by Unified Financial Securities.
Learn more about our investment products.
- Wealth Management
- Investment Advisory
- Family Office
- Medical Practice Management
- Dean Pension Consultants
Dean Financial Services
Founded in 1965 as the first business group of C.H. Dean, Dean Financial Services has a proud tradition of developing holistic programs to help our clients achieve their financial goals.
Learn more about our full range of services.
Our Commitment to Client Service
Founded by Chauncey H. Dean in 1965 as an accounting and financial management company, C.H. Dean has grown into a comprehensive financial management firm offering a complete range of holistic financial services and investment products. What’s the secret to our success? Well, it’s really no secret at all. We follow the timeless wisdom of our founder Chauncey Dean, who believed that we should always “treat our clients the way we would like to be treated, because our clients value the same things we do; consistent investment performance and superior levels of service.” We have a diverse team of talented, experienced financial professionals who specialize in helping our clients achieve their goals. I invite you to Experience the Dean Difference.
Talk to Us
email | phone | directions
Conveniently located in the Pentagon Tower in Beavercreek, Ohio, The Dean Team is always available to serve you. We welcome the opportunity to learn more about you and your specific financial objectives. Whether you would like to arrange a personal meeting at our offices, ask us questions on the telephone, or send us an email message, we make it easy for you to contact us. We hope that you will consider starting a dialogue with us about your financial future.
Client Login
Click here to login to your secure Dean account for:
- Dean Managed Assets
- Retirement Plans
- Dean Mutual Funds
News and Events
2013 New Tax Rules
March 6, 2013
At the beginning of 2013, a new set of tax rules have been implemented. With so many changes to the tax laws, it can be a bit confusing and even worrisome at times. Below you will find several highlights of the tax changes being implemented. The changes range from Estate Tax, Medical Expenses, and ...
The Dean Difference
At Dean, our core values reflect a dedication to personalized service, attentiveness to our clients’ needs, and careful development of a disciplined team of skilled financial professionals. We offer a full range of premium financial services, and our holistic approach to financial management is focused on helping our clients achieve sustainable success. As a trusted financial advisor, we put our clients’ interests first in all that we do.