About Dean Dorton Wealth Management
At Dean Dorton Wealth Management, we believe you should be able to pursue and achieve your most fulfilling life both personally and financially. That’s why we are proud to work with our clients to tailor our wide range of financial planning and investment services to help meet their individual needs. We provide personalized, independent, and comprehensive guidance designed to make your vision a reality.
As experienced CPAs, we seek to leverage our business knowledge and skills to guide our clients toward solutions that are right for them. We have a deep commitment to client service and we take a goal-centered approach to wealth management, focusing first and foremost on your goals. We are committed to a comprehensive approach to planning that considers all relevant aspects of your financial picture. Our investment strategy is evidenced-based and we employ a fiduciary standard of care that seeks to always put your interests first.
Whether you need investment management and wealth planning services for individuals, families, trusts, foundations, qualified retirement plans, institutions, or closely held businesses, Dean Dorton Wealth management stands ready to help you secure your financial future.
Meet our Advisors
In addition to our team’s expertise and experience, as a member of Buckingham Strategic Partners (a national network of independent wealth management firms), Dean Dorton Wealth Management has access to a vast array of additional resources and expertise to enable us to effectively and efficiently serve our clients. Buckingham Strategic Partners is comprised of approximately 430 advisory firms like ours, collectively serves over 40,000 clients, and manages/administers over $35 billion in assets.
- Asset/investment management services
- Focus on planning for retirement
- Other financial planning services, as needed (e.g., education planning, social security optimization, budget and cash flow planning)
- We also help evaluate estate planning needs, risk management needs, etc., serving primarily as a “quarterback,” involving other professionals as needed
Individuals, businesses, qualified retirement plans, and others including trusts, FLPs, and charitable organizations with an investment portfolio.
We believe we are best-suited of all financial service professionals to deliver an integrated wealth management solution.
- We focus on the BIG picture, while making sure we cover the details.
- We leverage our business knowledge and skills as CPAs to deliver quality service.
- Our investment strategy is evidence-based.