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  • Achieve your personal goals by preserving, growing, and thoughtfully planning your wealth.

  • Uniquely designed for the intertwining and delicate dynamics of wealth spanning multiple generations.

  • Independent investment expertise and applied fiduciary best practices to further your organization's mission.

All Relationships Are Personal

Successful personal relationships determine successful financial outcomes. We place distinct emphasis on studying, valuing, and solving for your unique goals and objectives. Through an independent lens fully aligned with you, we strive to develop a rewarding personal relationship.

Supported By A Multidisciplinary Team of Specialists

The complexity of today's financial landscape requires the expertise of investment and financial specialists. Our advisory professionals specialize in distinct disciplines to deliver the highest level of independent advice.

Helping Clients Achieve Their Financial Goals For 25+ Years

Based upon Our Principles and a collaborative team approach, we've guided clients across the country toward successful outcomes since 1994.

Services Designed to Evolve With You

Comprehensive financial planning and wealth management for individuals and families.

Bespoke wealth advisory for the intertwining and delicate dynamics faced by multi-generational families.

Independent investment consulting and co-fiduciary services for ERISA-governed retirement plans.

Investment management and strategic advisory services for endowments, foundations, and non-profit organizations.

A Standard of Excellence

While DBR & CO welcomes being included in third-party rankings and independent awards, we will never pay for any industry-related recognition.

FT 300 | Top Financial Advisers

Financial Times | 2020

Centre for Fiduciary Excellence

Certification

Top 100 Retirement Plan Advisors

PLANADVISER

Best Places to Work

Pittsburgh Business Times (2018 - 2021)

10 Best Financial Advisors in Pittsburgh

AdvisoryHQ

Top 10 Financial Advisors in Pittsburgh

SmartAsset

Bloomberg

Where to Invest

The New York Times

Wealth Matters

FundFire

Registered Investment Advisors

Financial Planning

Wealth Management

Financial Advisor IQ

Practice Management

20+ Years

Average Investment Experience

Clients Across 20+ States

Fast 50

Pittsburgh Region's Fastest Growing Companies | 2020

The Wall Street Journal

Wealth Management

“At DBR & CO, our clients' best interest always comes first. Abiding by the Fiduciary Standard, our team of advisors must have the specialized skills to solve your needs and deliver in a trusted, personal manner. ”

-David B. Root, Jr., Founder & Chief Executive Officer

“Over the last quarter century, we have developed processes and a team that are decidedly client-centric. Our investment philosophy, financial planning process, and fiduciary processes all focus squarely on helping and improving the lives of our clients.”

-Michael J. Aroesty, Chief Investment Officer

“Our conviction has always been to be there for clients when they ask the question, 'Am I going to be alright?'”

-Steve Kohler, Chief Planning Officer

“It is our imperative to always act in the best interest of our clients. By holding the role of a fiduciary, we have the highest expectations for how we conduct ourselves and ensure that our advice has a lasting impact.”

-Steven J. Kaczynski, Jr., Senior Financial Advisor & Managing Director, Fiduciary Plan Solutions

How Can We Help?