Whether you need accounting, tax or wealth management services, it all boils down to one thing: financial solutions that help you create and sustain your ideal life.

Our goal is to reduce anxiety and worry so you can focus your energy on good things: pursuing the type of work you enjoy, pursuing the dreams you always imagine, and leaving the legacy you want to be remembered by.

If this is your goal, too, please contact us to take a step toward easing worry and creating your ideal life. 

Sincerely,

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Our Philosophy

We employ the power of behavioral investment counseling to address inherent anxieties over finances. Our goal is to provide remedies that help put you in a position to make better decisions.

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Our Team

At Dean Financial Group, our team is committed to being there. All of our clients deserve honest, direct advice that challenges them, and that’s what each person in our office delivers.

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Tax-Efficient Wealth Management

We consider the implications of making each financial decision and continually work toward achieving your goals in a tax-efficient manner. We strive to understand your human behaviors and build a plan that complements who you are.

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Tax & Accounting

At Dean Financial Group, we provide tax and accounting services to individuals, businesses, trusts and estates. We help you better understand your current situation and prepare for the future.

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Accounting, tax and advisory services provided by Kantzos & Company, LLC. Wealth management services provided by Dean Kantzos Wealthcare, LLC.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC.  Investment advisory services offered through Avantax Advisory ServicesSM.

Insurance services offered through an Avantax affiliated insurance agency.

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered.  Please note that not all of the investments and services mentioned are available in every state.

The Avantax family of companies exclusively provide investment products and services through its representatives.  Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. 

This information is not intended as specific tax or legal advice.  Please consult our firm and your legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third-party for use by an Avantax affiliated representative.  This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries.  Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website

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