Hutto Dean Financial Advisors

Hutto Dean & Co. is an independent financial services firm based in Orange County, California, offering personalized financial guidance and investment services to individuals and institutions. Founded in 1988 by Gary Hutto, our firm has helped over 500 clients achieve their financial goals through tailored retirement planning, investment strategies, and comprehensive financial advice.

Our Vision

Our mission is to empower individuals to achieve financial clarity and security through personalized financial planning, while fostering long-lasting relationships built on trust and open communication.

Our Values

• Client-Centered Approach: We prioritize understanding your financial goals and aspirations to create customized plans.
• Integrity & Transparency: We adhere to the highest ethical standards and disclose all fees and costs associated with our services.
• Empowerment & Education: We believe in providing accessible information and empowering you to make informed financial decisions.
• Sustainability & Growth: We focus on long-term strategies to achieve sustainable financial goals and navigate market volatility.

Retirement Planning

• Comprehensive retirement analysis and planning
• Custom-designed retirement plans with 6 core principles
• Investment Advisory Services for HDSAM portfolio
• 403(b)-7 Custodial Services specifically for public school employees
• Educational resources and tools to navigate retirement options

Investment Management

• HDSAM portfolio with a focus on growth and income
• Individual portfolio management options available

Retirement Plans

• 403(b) plans for individuals and institutions
• Traditional and Roth IRAs
• Consulting services for pension plans

Additional Services

• Financial planning and wealth management
• Investment research and analysis
• Estate and tax planning consultations

Our Team

Led by Gary Hutto, a seasoned financial advisor and industry veteran, our team of experienced professionals is dedicated to providing personalized and timely guidance to our clients. We hold ourselves to the highest ethical standards and prioritize building lasting relationships based on trust and open communication.