“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
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.
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Discuss a free second opinion on your current wealth building strategy.
Video conferencing available.