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

2022 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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Cash Balance Plans

What is a cash balance plan? A cash balance plan is a type of retirement plan commonly referred to as a hybrid plan since it is a defined benefit plan (i.e., pension) that looks and operates like a defined contribution plan (i.e., 401(k) plan) from an employee’s perspective. Cash balance plans are commonly used by business owners seeking additional tax... Read More

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DCM Investment Analyst Becomes CFA Charterholder

Dean Capital Management LLC (“DCM”) is happy to announce that Jason E. Solomon, investment analyst, has passed the CFA Level 3 exam, which he sat for in May 2021. With the passing of this test, and membership acceptance into the CFA Society of Kansas City, Jason has officially become a CFA Charterholder. “Becoming a charterholder is a defining moment for... Read More

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Required Minimum Distribution (RMD) Series: Inherited IRAs

U.S. citizens currently hold more than $12 trillion in individual retirement accounts (IRAs). A large portion of that IRA money will be spent by account holders during their retirement, but a sizable portion will be inherited by beneficiaries in the coming years. What is an inherited IRA? An inherited IRA is an individual retirement account that a beneficiary inherits upon... Read More

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