Experience the Difference
With a 50-year history, C.H. Dean evolved from a Dayton-area CPA firm providing accounting services primarily for physicians to a boutique wealth management firm that acts as a trusted advisor for clients seeking to manage the complexities in their lives.
Our founder, Chauncey H. Dean, had the vision to expand our firm’s services to help clients address their competing priorities of managing their personal wealth and business interests.
What sets us apart in the eyes of our clients is the combination of our offerings:
- A highly consultative approach to understanding the intersection of their personal and professional lives
- A dedicated team with deep expertise on an array of investment, planning, and tax topics
- Assembling an integrated set of wealth planning, investment management, and business solutions that seamlessly orchestrates the complexities of their financial world.