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

Where to find us:

MID-ATLANTIC REGION

 

436 Seventh Avenue, Suite 2800

Pittsburgh, PA 15219-1818

-

Phone: 412.227.2800

Toll Free: 888.227.0913

Fax: 412.227.2805

GREAT LAKES REGION

 

811 Madison Ave, 7th Floor

Toledo, OH 43604

-

Phone: 419.574.9399

Toll Free: 888.227.0913

Fax: 419.574.9356

  • White LinkedIn Icon
  • White Facebook Icon
  • White Twitter Icon
  • YouTube - White Circle

© 2020 DBR & CO  View Disclosures