A complete list of active advisors currently associated with Dean Dorton Wealth Management, LLC
Warmer can help you find a great advisor at Dean Dorton Wealth Management, LLC or one who fits your needs even better.
Dean Dorton Wealth Management provides investment advisory and financial planning services to individuals (including high-net-worth clients), trusts, charitable organizations, businesses, and participant-directed retirement plans, managing about $81.1 million in discretionary assets for roughly 79 clients across three advisors. Services include discretionary and non-discretionary portfolio management, financial planning and retainer engagements, and employee benefit retirement-plan consulting and participant education. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing diversified asset-class portfolios implemented with mutual funds, ETFs, individual equities and fixed income, guided by written investment policy statements and periodic rebalancing; DDWM uses Monte Carlo analysis for planning and offers both customized individually managed accounts and model-based solutions. DDWM works with third-party sub-advisers and TPIA/LPL-sponsored programs (including Focus Partners Advisor Solutions and several LPL advisory platforms) and custodians (Fidelity and LPL) to implement portfolios and deliver trade execution and reporting. Distinctive for a supported firm of its size, DDWM operates six offices and is affiliated with the accounting firm Dean Dorton Allen Ford, PLLC, with shared ownership and personnel overlap; the brochure notes coordinated service offerings and potential discounts for clients of both firms and discloses related conflicts of interest. The firm also reports approximately $91.4 million in assets under advisement for participant-directed retirement plan assets and uses ancillary tools and affiliates (an unaffiliated cash-aggregation service, Flourish Cash, and a healthcare billing affiliate), reflecting a broader professional-services platform beyond typical investment-only practices.
To learn more about the advisors currently working at Dean Dorton Wealth Management, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Lexington, KY
| 12
| |
Lexington, KY
| 2
| |
Lexington, KY
| 30
|
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