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Dean Financial Services
Dean Financial Services was founded in 1965 as a wealth manager and registered investment adviser. It remains headquartered in Beavercreek, Ohio, and...
Overview
Dean Financial Services was founded in 1965 as a wealth manager and registered investment adviser. It remains headquartered in Beavercreek, Ohio, and continues to serve local and regional clients through advisory mandates. The firm focuses on investment advisory services that include financial planning and ongoing portfolio management. Asset classes and deployment methods are not publicly detailed. No named portfolio holdings or co-investors appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months have been identified in public sources. Governance follows standard RIA requirements with no disclosed hybrid structures or succession vehicles.
General information
Firm type
Bank / Wealth / Trust
Year founded
1965
Location
Region
North America
Country
United States
City
Beavercreek
Corporate office
Beavercreek, OH, United States
Frequently asked questions
Who runs investment decisions at Dean Financial Services?
No named principals or investment committee members are identified in public records.
Does Dean Financial Services participate in fund commitments or only direct deals?
Available information describes only advisory services to individuals and businesses; fund commitments are not mentioned.
What investment stages does Dean Financial Services typically target?
No stage preferences or allocation details are disclosed in the firm's records.
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