Due to the COVID-19 crisis, our lobby is currently closed to visitors. However, we are still operating at normal capacity and available by phone or email. Please contact your Dean representative or call 937-222-9531 with questions or requests. Thank you for your understanding and patience during this challenging time.

We give you financial confidence by

Engaging in a highly consultative relationship

Getting to know you is a priority for us. We invest the time to engage in candid conversations to understand what is most important to you, what you hope to achieve, and how the financial aspects of your personal and professional life intersect. Learn More

Leveraging our deep expertise across an array of disciplines

We offer every type of financial expertise you need, all in one place. Whether it’s wealth planning and investment management know-how, or savvy on the financial aspects of running your business, our team is well-versed and ready to guide you. Learn More

Delivering integrated solutions in a highly personalized manner

Our goal is to make the complex seem simple. As a boutique wealth management firm, we are able to deliver a combination of wealth planning, investment advisory, and business solutions in a highly personalized and integrated manner. Learn More

Latest Perspectives and News

Understanding Health Savings Accounts

Healthcare is an integral piece of life. However, accessing proper health services can be costly. For this reason, it is necessary to find an effective way to manage your health expenses as part of your overall financial plan.   While having health insurance is a great first step, there are further steps you can take to ensure that your medical... Read More

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The Power of Diversification

The term “diversification” is often heard but not always fully understood. Proper diversification of investments can help investors minimize risk and volatility in their portfolio, while maximizing returns.  Diversification is more than avoiding too many eggs in one basket. Rather, diversification is ensuring the right amount of eggs are divided among the right baskets. Click below to download a free... Read More

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DALCX Overall Morningstar Rating™ Upgraded to 4 Stars ★★★★

As of December 31, 2019, Morningstar has upgraded its Overall Morningstar Rating™ for Dean Mid Cap Value Fund (DALCX) to 4 Overall stars ★★★★ out of 378 funds in the Mid Cap Value category. The rating is based on risk-adjusted return. You can read the full article on the Dean Mutual Funds website.

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2020 Cost of Living Adjustments

Each year the Internal Revenue Service (IRS) evaluates its limitations for employer-sponsored retirement plans (401(k), 403(b), 457, TSP, etc..), individual retirement accounts (IRA), Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), dependent care accounts, and payroll taxes for Social Security, Medicare, and Unemployment. Many of these limits are adjusted annually to reflect inflation, or the increase in the cost of... Read More

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