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

Warmer can help you find a great advisor at Dean Wealth Partners, LLC or one who fits your needs even better.

Dean Wealth Partners serves individual and high‑net‑worth clients as well as trusts, estates and business entities, offering comprehensive portfolio management, discretionary asset management, and standalone financial planning and consulting. Its planning engagements cover investment, retirement, estate and charitable planning and extend to corporate and personal tax planning, cost segregation studies, real estate analysis, mortgage/debt evaluation and insurance analysis. The firm employs proprietary asset allocation models and combines quantitative, fundamental, technical and Modern Portfolio Theory methods to tailor and rebalance portfolios, using strategies that can include tactical or core‑satellite allocations, fixed income, options, margin and both long‑ and short‑term holdings. It generally manages accounts on a discretionary basis, monitors portfolios regularly, and recommends a major custodian while seeking execution practices intended to serve client interests. Dean Wealth Partners reports roughly $249.8 million in assets under management across 192 client relationships with two advisors, and its advisory team includes registered representatives, licensed insurance agents and Certified Public Accountants — reflecting affiliations with a broker‑dealer, an accounting practice and an insurance company that are uncommon among peers. Those overlapping roles allow the firm to offer commissionable securities, insurance and tax/accounting services under separate engagements, a configuration the brochure discloses as creating potential conflicts of interest.

To learn more about the advisors currently working at Dean Wealth Partners, 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.