Please know that due to COVID-19, many of our employees are working remotely therefore we are not receiving visitors in our lobby. We have full access to all of our systems and the same capabilities that we have in the office. All phone calls are received per normal. If you need to pick up or drop off documents, please notify us in advance. As always, we are here for you and your family.

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

RMD Series: The Basics

If you have tax-deferred retirement accounts, managing your annual Required Minimum Distribution (RMD) is a critical part of your financial plan.  The first step in managing your RMD is understanding when it needs to be taken and how the IRS requires it to be calculated. What is an RMD? A required minimum distribution is a mandatory annual withdrawal you must... Read More

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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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