A complete list of active advisors currently associated with Dean Wealth Management, LLC

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The firm provides investment supervisory services and financial planning primarily to individual family households, retirement and pension plans, trusts, estates, and similar clients. It operates with three advisors and about 102 client households (roughly $51.1 million in assets under management) and delivers both discretionary and non‑discretionary monitoring and management—investment supervisory work represents about 70% of its practice—with a suggested household investment level of $200,000. Its investment approach combines strategic asset allocation with several in‑house tactical programs. These programs include a Tactical Aggressive strategy that may use ETFs, mutual funds, individual stocks and bonds (including leveraged and inverse ETFs), a Tactical Moderate program that emphasizes trend weighting with unleveraged vehicles, and a multi‑basket retirement allocation program that targets consistent absolute returns (described as a 6–8% objective with the ability to reduce equity exposure to 0%); the firm also selects and monitors third‑party money managers and uses charting, technical, fundamental and cyclical analysis. Noteworthy features for a firm of this size include its long operating history and a team mix that includes a CFP and a CPA alongside advisors holding ChFC/CLU/CAP/AEP credentials, and an operational willingness to use higher‑activity tools (leveraged/inverse ETFs, single‑stock positions, options, short sales) alongside planning services. The brochure discloses insurance sales activity—one advisor devotes a majority of time to insurance—and solicitor arrangements with third‑party managers; the firm states it will not charge advisory fees on insurance products, does not accept custody of client assets, and does not accept proxy‑voting authority.

To learn more about the advisors currently working at Dean 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.