Understanding Your Financial World

We deliver personalized financial planning solutions based on the entire context of your life.

Our Approach Starts with You

At C.H. Dean, we take a highly consultative approach to understanding the financial intersection of your personal and professional life. This discovery entails thoughtful and candid conversations focused on understanding the vision you have for your life.

Through these discussions, we help you articulate your goals and understand the trade-offs for achieving them so that you can establish priorities and make financial decisions that align with your values.

We then rely on our deep expertise to assemble an integrated set of financial planning, investment management, and business solutions that seamlessly orchestrate the complexities of your financial world.

We work with an array of clients:

  • Doctors and dentists, many of whom own a practice today that they want to monetize later in life. We also work with doctors and dentists who are seeking to further jumpstart their careers by starting a practice from the ground up or buying into one.
  • High-income professionals, who are seeking both retirement planning and a clear path for long-term wealth creation.
  • Entrepreneurs and small business owners, often face strategic decisions about business growth or succession while managing the day-to-day operations of their firms.
  • High-net-worth and ultra-high-net-worth families who are seeking to shape a multi-generational legacy while managing broader family dynamics.

While all our clients live interesting and unique lives, they share one commonality: a reliance on our ability to help them establish their priorities and make sound financial decisions so that they and their families live the life they envision today and in the future.

A favorite book of ours that we recommend to families: The 3 Big Questions for a Frantic Family, by Patrick Lencioni.

Representative Client Stories

The president of a 50-person engineering firm contacted C.H. Dean with concerns about his firm’s 401(k) and profit-sharing plan.

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An early-career physician in his late 30s is contemplating buying the specialty medical practice where he works. The practice is located in a coveted community.

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A high-income professional in his late 40s wants to make certain he and his wife have the best possible plan in place for a comfortable retirement.

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A longtime client is seeking guidance for selling his privately held business, as well as assistance with legacy planning once the sale is consummated.

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