Headquartered in Beavercreek, Ohio, C.H. Dean, Inc. is a comprehensive financial management firm designed to personally address the complex financial needs of investors, businesses, and high net worth individuals. We offer a full range of premium financial services and investment products. Our holistic approach to financial management is designed to help you achieve sustainable fiscal success. As your trusted financial advisor, we put your interests first in all that we do.
Founded by Chauncey H. Dean in 1965 as an accounting and financial management company, this early enterprise became the foundation of our first business group, Dean Financial Services. Since then Dean Financial Services has grown into a full-service financial firm offering comprehensive Wealth Management, Investment Advisory, Family Office, Pension Consulting and Medical Practice Management services to a diverse client base.
In response to a changing investment environment, Dean Investments was formed in 1972. Offering multiple styles based on a value investing philosophy, Dean Investments serves both regional and national clients.
In 2001, Chauncey H. Dean retired, and the day-to-day leadership of the firm was entrusted to a team of senior managers headed by Stephen M. Miller. Today, C.H. Dean, Inc. continues to specialize in investment consulting, wealth management and medical practice management – providing integrated and customized services to distinguished clientele across the country.
At Dean, our core values reflect a dedication to personalized service, attentiveness to our client needs, and the recruitment and careful development of a disciplined team of skilled financial professionals who consistently invite our clients to experience the Dean difference.