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.