A complete list of active advisors currently associated with Dean Bennett Advisory Services Inc.

Warmer can help you find a great advisor at Dean Bennett Advisory Services Inc. or one who fits your needs even better.

The firm provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, trusts, estates, and business entities, and also serves qualified retirement plans including 401(k), 403(b), pension and profit‑sharing plans. It offers plan‑level consulting and participant education and may prepare comprehensive financial plans at no additional cost to clients. Investment programs are tailored to each client’s stated goals, time horizon and risk tolerance, and the firm employs a mix of fundamental, technical, charting and cyclical analysis to inform security selection and asset allocation. Accounts are managed on a discretionary basis with quarterly reviews for rebalancing and tax‑loss harvesting opportunities, and the firm may engage third‑party sub‑advisors to implement agreed model strategies. Notable features include an affiliation with an insurance business whose representatives may offer commission‑based insurance products, and an explicit focus on ERISA 3(21) services and pension/profit‑sharing plan consulting — services that are less common among similar independent advisors. The firm operates as a small, recently established practice managing a modest number of client relationships and relies on custodial arrangements and sub‑advisor relationships to deliver its services.

To learn more about the advisors currently working at Dean Bennett Advisory Services Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.