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Dean S

Series 63

Cherry Hill, NJ

The Benchmark Group RIA Services, LLC

Dean Spear is a financial advisor with The Benchmark Group RIA Services, LLC, holding a Series 63 license and more than 24 years of industry experience. He has been affiliated with The Benchmark Group since 1998 and has worked with various firms including Union Central Life Insurance and Ameritas Life Insurance. Outside his advisory role, Spear is involved in entrepreneurial ventures such as owning and managing commercial real estate properties and holding an ownership interest in a solar investment company. The Benchmark Group RIA Services, LLC provides comprehensive financial planning primarily to high-net-worth individuals and closely held, family-owned businesses, as well as pension and employee benefit plan consulting. The firm focuses on planning without managing client investment portfolios, serving instead as a pension consultant and referrer to unaffiliated investment advisers.

Business ownership considerations Business succession planning General estate planning guidance General tax planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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