Awards & Recognition

DBR & CO is one of Pittsburgh's top financial advisors and wealth management firms.

One of Pittsburgh's top financial advisors
Best Financial Advisors in Pittsburgh
D.B. Root & Company is a financial advisory firm that serves qualified retirement plans and high net worth investors in Pittsburgh and Toledo. The firm takes a holistic approach to wealth management. Estate planning services include wills, trusts, beneficiary coordination, legacy planning, and tax strategies. The retirement planning strategies include goals and objectives identification, cash flow projections, Social Security planning, employee benefit analysis, and strategies for the self-employed. The risk management services include insurance options to protect clients in case of an unexpected event. Charitable planning and education funding services are also available, as are income tax planning services.

About the Ranking

Expertise scored Pittsburgh Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Criteria:

1. Availability: Consistently approachable and responsive, so customers never feel ignored.

2. Qualifications: Building customer confidence with licensing, accreditations, and awards.

3. Reputation: A history of delighted customers and outstanding service.

4. Experience: Masters of their craft, based on years of practical experience and education.

5. Professionalism: Providing service with honesty, reliability, and respect.

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Top 10 Financial Advisors in Pittsburgh

D.B. Root & Company, LLC offers a wide range of services to several different types of individual and institutional investors.

D.B. Root & Company boasts perhaps the most diverse range of certifications of any firm on this list. The firm has several certified financial planners (CFPs), accredited investment fiduciaries (AIFs) and chartered financial consultants (ChFCs). It also has a chartered financial analyst (CFA), a certified plan fiduciary advisor (CPFA), a certified public accountant (CPA) and a certified 401(k) professional (C(k)P). The C(k)P designation, a relatively new certification that takes one to two years to earn, is particularly helpful to investors who want advice on their company 401(k)s or other contribution plans.

Certain advisors at this fee-based firm are licensed insurance agents or representatives of a broker-dealer, and they sell products on a commission basis. However, because the firm is a fiduciary, its legally required to put its clients bests interests first.

Background

D.B. Root & Company, LLC was founded in 2015. Alongside its investment and wealth management services, D.B. Root & Company offers a range of consulting and financial planning services, including:

  • Business planning

  • Cash-flow forecasting

  • Trust and estate planning

  • Financial reporting

  • Investment consulting

  • Insurance planning

  • Retirement planning

  • Risk management

  • Charitable giving

  • Distribution planning

  • Tax planning

  • Manager due diligence

 

These services are all available on a standalone basis or in conjunction with investment management for more comprehensive wealth management.

Strategic AIM™ Asset Management

D.B. Root & Company's investment committee carries out the process through the creation, management and review of client portfolios, which take into consideration their goals, risk tolerance and life stage. A key part of the investment committee strategy is a robust asset allocation process.

D.B. Root & Company's portfolios are made up of a mix of low-cost securities, cash, bonds and stocks.

About the Ranking

For investors in the Steel City, SmartAsset determined Pittsburgh’s top 10 financial advisor firms and ranked them according to assets under management. In tables and reviews, they lay out the key facts on each firm to help you determine which one is the best fit for you.

Full list here:

https://smartasset.com/financial-advisor/pittsburgh-pa-top-financial-advisors

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Top Financial Advisor Firms in Pittsburgh, Pennsylvania for 2020-2021

 

DBR & CO., is an excellent firm of financial advisors in Pittsburgh. The firm was founded in 1994 and since then has gone from strength to strength to become one of the best firms providing wealth management in Pittsburgh.

 

DBR & CO. operates on a fee-based model, which means that advisors may earn commissions from the products they sell.

 

Key Factors That Enabled DBR & CO. to Rank as a Top Pittsburgh Financial Advisor

 

Life Plan 20/20®

 

DBR & CO. created the Life Plan 20/20® to provide its clients with value-added services not traditionally offered by other Pittsburgh wealth management firms.

With this approach, the team of Pittsburgh financial advisors at DBR & CO. combines portfolio management, tax and insurance advice, estate and retirement planning, and other critical financial services into one complete package that is engineered to keep your life goals on track.

This unique, holistic strategy allows each financial advisor to get a full picture of their client’s complete financial health. Specific areas of this approach are as follows:

  • Estate Planning

  • Risk Management

  • Income Tax Planning

  • Educational Funding

  • Charitable Planning

  • Retirement Planning

 

Asset Management – DBR Four Seasons Process

 

DBR & CO. use their research partner’s analysis, which is based on Economic Growth, Inflation, and Federal Reserve Policy (GIP) to create their “Four Seasons Investment Process”. This process, along with their client’s risk tolerance, is the foundation for their method of asset allocation.

Advisory Services for Individuals and Families

DBR has positioned itself as one of the best financial advisors in Pittsburgh by offering advisory services to a wide range of clients.

  • Flagship Advisory Services: This is tailored for high net worth clients with $1 million or more in investable assets. Flagship clients have access to the best financial planning resources, professional experts, and proprietary investment research, as well as DBR’s in-house investment managers.

  • Wealth Builder Advisory Services: DBR has designed this service specifically for individuals who are “well on their way to personal wealth”. Clients who qualify for this service work with a financial advisor to allocate resources between financial planning and asset management.

  • DBR Next: The Pittsburgh wealth management firm has also designed a service specifically for young professionals who are in the early stages of trying to build wealth. DBR provides financial advice regarding how to reduce and control debt, personal savings planning, 401(k) optimization, choosing the right insurance plan and other services

 

DBR & CO. offer planning services for young professionals 

Rating Summary

We’ve included DBR & CO. as one of the best financial advisors in Pittsburgh due to the fact that it provides a host of value-added services for their clients.

Whether you’ve already amassed a large amount of wealth you want to protect, or are a young professional trying to build your wealth, you might want to consider DBR & CO. in 2020-2021.

About the Ranking

AdvisoryHQ developed a Top-Down Advisor Selection Methodology that is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience.

Read more at AdvisoryHQ: https://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/

AdvisoryHQ (AHQ) Disclaimer: Reasonable efforts have been made by AdvisoryHQ to present accurate information, however all info is presented without warranty. Review AdvisoryHQ’s Terms for details. Also review each firm’s site for the most updated data, rates and info.

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Best Financial Advisors in Pittsburgh

D.B. Root & Company has been rated one of the best financial advisors in Pittsburgh.

As part of the company’s holistic approach to wealth management, it offers one of the widest ranges of fiduciary services in the Mid-Atlantic and Great Lakes Region.

Whether you’re interested in financial advisory services, tax planning, investment planning, retirement planning, asset management or specialized 401(k) advice, you’ll find it here.

Meet The Team

Among the credentials held by D.B. Root advisors are:

  • Certified Public Accountant (CPA)

  • Certified Financial Planner (CFP)

  • Certified Plan Fiduciary Advisor (CPFA)

  • Certified 401(k) Professional (C(k)P)

  • Accredited Investment Fiduciary (AIF)

  • Accredited Investment Fiduciary Analyst (AIFA)

  • Accredited Asset Management Specialist (AAMS)

  • Chartered Financial Analyst (CFA)

  • Chartered Financial Consultant (ChFC)

  • Chartered Life Underwriter (CLU) and Registered Paraplanner (RP)

 

Client Services

The firm’s Flagship Client Services are targeted toward individuals who have between $1 million and $25 million to invest.

These services focus on innovative portfolio strategies that combine passive and active investments.

Other services include the DBR Advisory Services Suite, which is aimed at moderate-wealth investors with more than $500,000 in assets who are preparing for retirement and offers access to the firm’s proprietary LifePlan 20/20® financial planning process.

DBR Next is designed to meet the needs of younger investors who have less than $500,000 in assets but who aspire to achieve high net wealth in the future.

D.B. Root also offers an assortment of bespoke corporate advisory solutions such as Fiduciary Plan Solutions, a service that streamlines the process of setting up qualified retirement accounts.

Investment Method

D.B. Root’s proprietary asset management strategy is dubbed Strategic AIM.

Strategic AIM draws upon macroeconomic factors in allocating assets in client portfolios and uses aggregated indicators such as projected economic growth, inflation risks and monetary policies to select positions.

Portfolios are typically a mixture of stocks, bonds, low-cost securities and cash, weighted to reflect individual clients’ risk tolerances.

About the Ranking

Pittsburgh has a lot of financial advisors who offer an ever-expanding portfolio of planning and management services. Which ones qualify as the best financial advisors in Pittsburgh PA? InvestorMint did the homework to save you the time.

Full list here: https://investormint.com/financial-advisor/best-financial-advisors-pittsburgh-pa

How can DBR & CO help you?

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

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