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Dean Dorton Wealth Management Joins The BAM ALLIANCE

Lexington, Kentucky-based Dean Dorton Wealth Management has partnered with BAM Advisor Services to join The BAM ALLIANCE, a community of more than 130 independent, like-minded advisory firms located throughout the country.

Dean Dorton Wealth Management joined The BAM ALLIANCE following the firm’s launch in late 2018 and is led by senior wealth advisors David Parks, CPA, ABV, and David Bundy, CPA. The firm, which also maintains an office in Louisville, Kentucky, provides comprehensive, goals-based wealth management solutions crafted for individuals and families, closely held businesses, trusts, institutions and foundations, as well as serves qualified retirement plans.

Dean Dorton Wealth Management is a wealth advisory extension of Dean Dorton Allen Ford PLLC, a full-service, Kentucky-based accounting firm that for decades has offered audit, accounting, tax, health-care consulting, litigation support, business valuation and technology consulting services regionally, nationally and internationally.

Member firms of The BAM ALLIANCE, which was established in 1997, collectively manage or administer $34.7 billion (as of Sept. 30, 2018).

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The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE®. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2018, The BAM ALLIANCE®

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