C.H. Dean, LLC

C.H. Dean, LLC We are a boutique asset management firm helping Individuals, Families, Businesses & Institutional Investors achieve their long term financial goals.

Your Success Is Our Success!

As wealth grows, financial decisions often become less about simple accumulation and more about maintaining flexibility,...
09/02/2026

As wealth grows, financial decisions often become less about simple accumulation and more about maintaining flexibility, supporting long-term goals, and ensuring current spending aligns with the bigger picture. Swipe for key principles for preserving wealth for the future.

If you’d like to discuss your current financial strategy, spending structure, or long-term planning objectives, please contact us. We’re always happy to help.

A large position in one stock, business, or other asset can increase risk, especially if that position has grown over ti...
08/26/2026

A large position in one stock, business, or other asset can increase risk, especially if that position has grown over time.
Now is a good time to evaluate how much of your net worth is tied to a single asset and consider whether adjustments may be appropriate. Reviewing potential tax implications and exploring gradual rebalancing or diversifying strategies can help create a more balanced approach.

Our team can help you assess your exposure and identify strategies that align with your long‑term goals. Connect with us to start the conversation.

Last week was marked by contradiction. Consumers pulled back, yet a cluster of forces kept interest rate risk dictating ...
08/25/2026

Last week was marked by contradiction. Consumers pulled back, yet a cluster of forces kept interest rate risk dictating the pace of the economy.

Inflation remained stubborn, oil prices climbed on the U.S. threat of new economic sanctions on Iran, and federal borrowing pushed higher. Ultimately, long-term Treasury yields ended up setting the market’s mood, and stocks closed lower. Swipe to see more information.

As always, know that we are keeping a close eye on developments. If you have any questions or would simply like to check in on your current strategy, please don’t hesitate to reach out. We are here to help.

Today we say "see you later" to two incredible summer interns, Logan and Sam!We are so thankful for everything they brou...
08/20/2026

Today we say "see you later" to two incredible summer interns, Logan and Sam!

We are so thankful for everything they brought to C.H. Dean this summer. Whether assisting with client-related projects, supporting our tax and investment teams, or simply jumping in wherever help was needed, they made a meaningful impact on our firm and our clients.

More importantly, they brought enthusiasm, dedication, and a willingness to learn every single day. It has been a pleasure watching them grow throughout the summer.

As they head back to campus, we want to wish Logan all the best at the University of Cincinnati and Sam continued success at The Ohio State University. We know great things are ahead for both of them.

Thank you for a fantastic summer, Logan and Sam. Once a part of the C.H. Dean family, always a part of the C.H. Dean family. 👏

Last week, the S&P 500 briefly hit record highs, and the Nasdaq drew fresh enthusiasm for AI infrastructure spending. Ho...
08/18/2026

Last week, the S&P 500 briefly hit record highs, and the Nasdaq drew fresh enthusiasm for AI infrastructure spending. However, Friday reversed some of that optimism, as sluggish retail sales and rising oil prices tied to Strait of Hormuz tensions pointed to a slowing consumer colliding with a potential energy shock.

Swipe for more information. And as always, do not hesitate to reach out with any questions or concerns. We are here to be a resource for you.

Building generational wealth is not about a single decision. It is about a series of intentional steps that create long-...
08/13/2026

Building generational wealth is not about a single decision. It is about a series of intentional steps that create long-term financial stability for your family. If leaving a lasting legacy is one of your goals, there are a few fundamental steps to consider. Swipe to learn more.

Building generational wealth takes time, consistency, and thoughtful planning, and you do not have to navigate it alone. Contact us today to start creating a personalized strategy designed for your family’s future.

When it comes to investing, age is often seen as the primary driver of asset allocation. While it plays an important rol...
08/11/2026

When it comes to investing, age is often seen as the primary driver of asset allocation. While it plays an important role, it is only one piece of a much larger picture. A thoughtful asset allocation strategy should reflect not just your age, but your goals, timeline, and comfort with risk. Swipe to learn more.

If you would like to review your current allocation or discuss your investment strategy, contact us today. We are here to help you make informed decisions every step of the way.

Last week, softer jobs data eased worries about a near-term Federal Reserve rate hike, and standout AI earnings continue...
08/11/2026

Last week, softer jobs data eased worries about a near-term Federal Reserve rate hike, and standout AI earnings continued to roll in. U.S. equities posted their biggest weekly gains since April, with the S&P 500 closing at a new high, even as the economy still runs hot enough to keep inflation a real concern. Swipe to learn more.

As always, we are watching the market and are here to help keep you informed about the current financial climate. If you have any questions about your portfolio, don't hesitate to reach out. We are here to be a resource for you.

The Federal Reserve (Fed) concluded its July 2026 meeting by holding interest rates steady at 3.50%–3.75%. But what does...
08/07/2026

The Federal Reserve (Fed) concluded its July 2026 meeting by holding interest rates steady at 3.50%–3.75%. But what does this mean for everyday Americans? Swipe through to learn more.

Know that we are closely monitoring key economic data and policy shifts. And, as always, if you would like to talk through your current strategy, don’t hesitate to give us a call. We are here as a resource for you.

The Federal Reserve (Fed) concluded its July policy meeting and opted to hold interest rates steady. Swipe through for a...
08/05/2026

The Federal Reserve (Fed) concluded its July policy meeting and opted to hold interest rates steady. Swipe through for an overview of the key takeaways from the meeting and what this may mean moving forward.

We are keeping a close eye on economic data and policy developments as they unfold. As always, if you would like to talk through your portfolio or investment strategy, please don't hesitate to call us.

Address

3500 Pentagon Boulevard, Ste 200
Beavercreek, OH
45431

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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