DBR & CO ADVISOR PLATFORM
Liberate your practice to reach the next level
Our Value Proposition to Power Your Growth:
"We are an integrated platform with a national presence dedicated to growing enterprise value. DBR & CO is not backed by private equity, we are employee owned."
David B. Root Jr., CFP®
Founder & CEO
Focus on your clients, we'll take care of the rest.
Financial Planning via DBR & CO's LifePlan 20/20® process
Deliver 401(k) and retirement planning advice to your clients via DBR Fiduciary Plan Solutions
Tap into a repeatable investment process that is simple, transparent and low cost
Marketing and branding designed to support a national presence
Dedicated process to serve the next generation through DBR Next
Preferred access to our platform partners. We are a member of the Dynasty Financial Partners' exclusive Enterprise Group.
VIDEO
CEO David Root discusses the DBR & CO platform with Hedgeye CEO Keith McCullough
Technology Support
We’ve invested in industry software and systems that have set the standard for advisor firms. We also support your client relationships with access to teleconferencing and account information via our website.
Compliance
We’ll handle the procedures and provide guidance in the critical areas that keep you compliant and free from issues that can distract you and your clients. Our compliance and legal teams are experienced and detail oriented, allowing you the confidence to move forward.
Succession Planning
Let’s talk about your own plan for retirement. We’ll work on a solution together that helps you take care of yourself, your family and your clients beyond your tenure with DBR & CO.
On-site Training
When you come to our office for training and orientation, you’ll get to know your new team and quickly learn our processes and procedures to set you up for success.
Individuals
Are you looking to power your growth?
Contact DBR & CO CEO David Root
888.227.0913 or d.rootjr@dbroot.com
Individuals
The importance of scale
