Dean R Crouthamel

About Dean

Dean R. Crouthamel is the founder and principal financial advisor of DRC Financial Services, located in Skippack, Pennsylvania. The firm provides a range of services, including integrated financial planning, wealth and investment management, retirement-income planning, insurance strategies, and estate and college-funding planning.

Mr. Crouthamel is a Certified Financial Fiduciary (CFF). He says he has long been dedicated to continuing professional development and has completed coursework at The American College of Financial Services. Mr. Crouthamel has been active in local organizations, including as a past president of the North Wales Rotary Club, a former member of the Doylestown Toastmasters Club, and a past board member of the local branch of the Make-A-Wish Foundation. He is currently a member of the Montgomery County Estate Planning Council.

About DRC Financial

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

We Provide Assistance In The Following Areas:

Investments

• Bonds
• Common Stock
• Educational IRA
• Traditional IRA
• Roth IRA
• SEP IRA
• Simple IRA
• Brokerage Accounts
• Treasury Bills
• Government Securities
• Treasury Notes
• Variable Annuity

Financial Planning

• Retirement Plans
• Tax Plans
• 401(k) Planning
• 403(b) Planning
• College Plans
• Estate Plans
• Money Purchasing Plans
• Profit Sharing Plans
• Wealth Management (Fee or Commission Based)

Insurance

• Disability Income Insurance
• Life Insurance
• Long-Term-Care Insurance

Check the background of your financial professional on FINRA’s BrokerCheck. Copyright 2022 FMG Suite. Securities and advisory services offered through Independent Financial Group, LLC (IFG) a registered broker-dealer and investment advisor.  Member FINRA/SIPC. IFG and DRC Financial Services are unaffiliated entities. Securities licensed in AZ, DE, FL, ID IL, NJ, NY, NC, PA.