A Heritage of Putting Clients First

With a 50-year history, C.H. Dean evolved from a Dayton-area CPA firm providing accounting services primarily for physicians to a boutique wealth management firm that acts as a trusted advisor for clients seeking to manage the complexities in their lives.

Our founder, Chauncey H. Dean, had the vision to expand our firm’s services to help clients address their competing priorities of managing their personal wealth and business interests.

What sets us apart in the eyes of our clients is the combination of our offerings:

• A highly consultative approach to understanding the intersection of their personal and professional lives
• A dedicated team with deep expertise on an array of investment, planning, and tax topics
• Assembling an integrated set of wealth planning, investment management, and business solutions that seamlessly orchestrates the complexities of their financial world.

As an SEC registered investment advisor, we take great pride in our fiduciary approach to our client relationships. However, it is our core values that guide us on a daily basis and empower each and every member of our firm to deliver an exceptional client experience that always puts client interests first.

C.H. Dean core values

• We believe it is a privilege to serve our clients, which means always making their interests our highest priority.
• We are committed to excellence in our team in order to help our clients achieve peace of mind in their financial and personal lives.
• Our approach of serving clients as a team, which treats its colleagues with respect and regard, is the best way for us to help clients achieve their complex and varied financial and life goals.
• Our practice of servant leadership contributes to creating a positive, energetic culture that attracts and retains outstanding talent for the benefit of our clients.

We look forward to getting to know you and building a lasting relationship that empowers you to live the life you envision.