D.B. Root & Company was founded in 1994 by David B. Root, Jr. with the goal of assisting others 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 you 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 personal and institutional 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 you focused on where you want to go and offer advice on how to get there.