DEAN FINANCIAL SERVICES

Overview

Dean Financial Services is an independent, SEC‑registered RIA organized as a limited liability company and active since 2004. The firm positions itself as a capital allocator for high‑net‑worth individuals, families and select institutional clients, combining financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. Fee arrangements include asset‑based fees plus hourly and fixed‑fee engagements, which reflects a mix of investment management and project‑based planning work. Investment activity is centered on pooled public funds: the firm runs client strategies primarily through mutual funds and other public fund vehicles rather than a heavy roster of single‑stock positions. Dean Financial Services also uses third‑party managers and allocates selectively to private placements as its primary alternative channel. Given the firm’s accountant business activity, tax and cash‑flow considerations appear to be integrated into portfolio construction and client planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices