“Thank you for visiting our site. Whether you’re an individual or corporate plan sponsor, as you begin to learn more about us, we’re excited to introduce you to our client experience: Starting with a financial plan designed with integrity. Advice delivered personally. Everywhere.”
David B. Root Jr., CFP®
Founder & CEO
CEO and Founder David Root discusses DBR & CO's philosophy with Hedgeye CEO Keith McCullough
DBR & CO WEALTH MANAGEMENT SERVICES
Our financial planners have the experience, training and certifications necessary to assist clients in every aspect of their financial lives.
Our repeatable asset allocation process delivers simple, transparent and low-cost investments to our clients.
Serving Qualified and Non-Qualified 401(k) 403(b) and other company retirement plans nationwide.
Next Generation financial planning and wealth management.
A platform of advisor support services for independent RIAs.
*Advisory HQ methodology is based on fee structure (fee-only vs. fee-based vs. commission-based structures) Fiduciary duty, Independence (a situation that minimizes conflict of interest issues) and scale of innovation. SmartAsset determined Pittsburgh's top 10 financial advisor firms and ranked them according to assets under management. Expertise scored financial advisors on more than 25 variables across five categories, and analyzed the results: Reputation, credibility, experience, availability, professionalism. InvestorMint relies on research done by top financial media sources like Forbes and Barron's licensing, credentials and assets under management (AUM)
Contact us for all your financial goals
Preparing for an imminent retirement, an inheritance or selling a business
Establishing a fiduciary process for your company’s 401(k) plan
Whatever your situation, DBR & CO seeks to provide the optimal client experience.
Take the next step. A DBR & CO advisor will follow-up with you to schedule a convenient time for a brief discussion of your big picture.