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
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


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.

Where to find us:



436 Seventh Avenue, Suite 2800

Pittsburgh, PA 15219-1818


Phone: 412.227.2800

Toll Free: 888.227.0913

Fax: 412.227.2805



811 Madison Ave, 7th Floor

Toledo, OH 43604


Phone: 419.574.9399

Toll Free: 888.227.0913

Fax: 419.574.9356

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