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.

Wealth Management

Our wealth management team implements and executes a distinct and disciplined investment process that reflects our firm’s investment philosophy – to preserve capital and provide competitive returns through lower volatility.

Investment Advisory

Our team of dedicated wealth management professionals adhere to a meticulous process to create, build, and manage your personal portfolio.

Family Office

All the experts you need are already in one place with Dean’s Family Office services.  In keeping with our commitment to personalized service, we designate a Family Office Executive Manager who acts as your personal liaison and oversees all efforts on your behalf.

Medical Practice Management

Our high level of financial expertise in accounts payable; bookkeeping; tax; retirement plan design and administration; investment consulting; and financial and estate planning has helped us address the unique needs of medical practices efficiently and cost-effectively for over 35 years.

Dean Pension Consultants

Our pension and investment consulting professionals develop and manage open architecture retirement plans that are designed to reflect the needs and values of your company