Our Services & Process
Across all our services, we follow a simple process: Listen closely to understand your objectives, obstacles and opportunities, then build a practical strategy based on evidence, experience, and expertise, with transparency around costs and expectations.
Your goals become our passion. Your success becomes our purpose. For your aspirations, Dean Dorton is here to help:
Why Dean Dorton?
A Trusted Private Wealth Firm
Equipped to
Serve and Support
Private wealth is many things: planning, building, monitoring, and protecting. Dean Dorton engages in each of these as part of our holistic approach to managing and growing your money. Our wealth advisors have deep and diverse backgrounds plus a strong commitment to your service and satisfaction. Combined with our comprehensive and complementary services, we strive to provide you with the tools and resources necessary to build, strengthen, and grow your financial foundation into the future.
Backed by
Experience and Expertise
Our wealth advisors are able to offer independent, insightful, in-depth analysis to our clients, regardless of their goals, thanks to our partnerships with Buckingham Strategic Partners and LPL Financial. Buckingham is a network of independent private wealth firms that shares intelligence and resources among over 1,000 members with $40+ billion in assets. Buckingham and LPL provide us with professional data, back-end support, and extensive resources. That way, our advisors can focus on you while making informed decisions about the issues and opportunities you may encounter.