Personal Wealth Management | Company Retirement Plans

Finally, an Approach That Makes Sense

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“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
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CEO and Founder David Root discusses DBR & CO's philosophy with Hedgeye CEO Keith McCullough
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Contact us for all your financial goals

FOR INDIVIDUALS

Preparing for an imminent retirement, an inheritance or selling a business

FOR CORPORATIONS

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.

Where to find us:

MID-ATLANTIC REGION

 

436 Seventh Avenue, Suite 2800

Pittsburgh, PA 15219-1818

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Phone: 412.227.2800

Toll Free: 888.227.0913

Fax: 412.227.2805

GREAT LAKES REGION

 

811 Madison Ave, 7th Floor

Toledo, OH 43604

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Phone: 419.574.9399

Toll Free: 888.227.0913

Fax: 419.574.9356

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