Welcome to the Future of
We’re glad you are here. At DB Root & Company, you’ll find attentive, independent thinking from award winning financial advisors, backed by dedicated client teams and best in class professionals in all areas of our industry.
We have rewarding client relationships with individuals, families and businesses. We provide high value service in retirement planning, investments, estate planning, tax and compliance advice or any other area of financial planning.
Our commitment to cutting edge, real time research makes us uniquely qualified to steer you through today’s challenges. By giving us an hour of your time, we’ll show you what the Future of Wealth Management can mean for you.
David B. Root CFP®, AIF®
Founder and CEO
Our Pledge to You
We provide 24/7 online access so you know what you own, how you’re doing, and what you’re getting in return for fees paid.
We stand behind our advice and recommendations. And our efforts are always centered on providing an extraordinary client experience.
We seek the best investment alternatives for you without being limited or restricted to one company’s platform.
Our sole focus is your long-term financial security.