Lexington, Ky.-based IPA 100 firm Dean Dorton Allen Ford PLLC (FY23 net revenue of $63.9 million) announced the expansion of its wealth management division as Dean Dorton Private Wealth. Under the leadership of Diego Vallota, a seasoned expert with over 25 years of wealth management experience, this initiative reinforces the firm’s commitment to delivering seamless, integrated financial solutions.
Dean Dorton’s mission is to deliver unparalleled value by simplifying complex financial decisions for our clients,” said David Bundy, president & CEO of Dean Dorton. “By integrating wealth management with tax planning and family office services, we provide high-net-worth individuals with a comprehensive and strategic resource for protecting and growing their wealth.”
Through Dean Dorton Private Wealth, Dean Dorton brings together a powerful portfolio of services, uniquely integrating wealth management, individual tax planning and family office expertise under one roof.
Vallota shared, “This is more than just financial expertise—it’s about fostering trust and collaboration to deliver highly personalized solutions. Dean Dorton Private Wealth is well positioned to provide tailored guidance that helps empower clients to achieve their financial aspirations while safeguarding their legacies.”
