“Thank you for visiting our site. Whether you’re a corporation or an individual, 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
A national brand designed to meet your personal and retirement aspirations
CEO and Founder David Root discusses DBR & CO's philosophy with Hedgeye CEO Keith McCullough
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.
Schedule a phone consultation
Discuss a free second opinion on your current wealth building strategy.
Video conferencing available.