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Dean S

CFP®, Series 63, Series 65

Brevard, NC

The Fiduciary Alliance

Dean St. Marie is a CFP® professional with 25 years of industry experience, currently serving as an advisor at The Fiduciary Alliance since 2025. He previously worked at Bison Wealth, LLC for five years and led St Marie Financial Advisors for six years. Outside of advisory work, he is a board member and finance committee participant for SAFE Womens Domestic Violence Services and serves on the board for the Ecusta Trail Rail Trail Project in Brevard, NC. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, including high-net-worth clients, retirement plans, and other advisers. The firm employs a mix of fundamental, technical, cyclical, and charting analysis in portfolio supervision and offers discretionary management alongside estate, business, and risk-planning support.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive
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