Dean Financial Advisory, LLC

Overview

Dean Financial Advisory, LLC is an independent registered investment adviser operating as a single-owner limited liability company that focuses on individual and family clients, with a subset of work for small businesses. The firm provides financial planning and portfolio management, typically on a discretionary basis, and bills clients using a percentage-of-assets model supplemented by hourly charges for planning or consulting work. Investment activity centers on liquid public vehicles—primarily mutual funds and other pooled public funds—rather than a large program of direct private or illiquid investments. The firm does not self-identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser. Its client segmentation and service set-up suggest a boutique practice focused on personalized planning and portfolio oversight for a limited number of relatively high-net-worth households.

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Investments & Alternatives

Location & Offices