D.B. Root & Company was founded in 1994 by David B. Root, Jr. and Carrie Coghill-Kuntz with the goal of assisting families with every aspect of their financial lives.  The company is built on a solid foundation of providing exceptional client service and in-depth investment knowledge, thus earning a reputation for excellence in our industry.  We strive to provide transparency, accountability and trust.

To the best of our ability, we do our utmost to create stability and security to provide families with financial independence and a dignified retirement, as many people are frequently concerned about outliving their assets. 

We are experienced professionals who employ a hands-on approach to family wealth management.  Not only will you find us knowledgeable and friendly, you will also discover we truly care about making your dreams become reality.  Our advisory teams keep families focused on where they want to go, advise them how to get there, and remind them of the importance of maintaining a disciplined approach.