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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- PioneerQuantum
- Established Date
- 01-02-2004
- Office Locations
- 1
Office Locations
About Dean Financial Services
Dean Financial Services is a boutique Ohio-based financial planning and investment management firm serving families and select professionals. They provide holistic planning across wealth management, tax planning and preparation, and family legacy strategies, alongside diversified portfolio construction, monitoring, and rebalancing with secure, easy-to-follow reporting. The firm also supports business owners with retirement plans, outsourced CFO services, and business advisory; custody includes Schwab and Fidelity.
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Owner & Executives
PAMALA JANE MILLER
CHIEF OPERATING OFFICER, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
STEPHEN MICHAEL MILLER
Chief Executive Officer, President
- CRD
- #2686150
- Ownership
- Less than 5%
Frontier foundation
Unison summit alpha
- CRD
- #87265
- Ownership
- 48.7%
Showing 2 of 3 owners & executives
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BETH JEAN VERDOORN
Vice President
- CRD
- #4078307
Matthew Thomas Wallace
Vice President
- CRD
- #6574773
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $382,008,860 | $727,636 |
| Non-Discretionary | $0 | -- |
| Total | $382,008,860 | $727,636 |
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Separately Managed Accounts
Total SMA Asset: $382,008,860
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $439,823,948 | 33.8% |
| Cash | $348,736,148 | 26.8% |
| Equity - Exchange | $512,694,188 | 39.4% |
| Total | $1,301,254,284 | 100.0% |