November 20, 2019

By David Root, CFP®

Financial planning advice for individuals and families is at last transforming an industry long obsessed with trying to get the highest returns on investments. Today, the true value of a great advisor is found in the things they do on the periphery o...

October 19, 2019

More than half of the U.S. population - roughly 166 million people - are women, many of whom control their families’ wealth. The sheer number emphasizes that women’s planning needs are critical to our industry. However, I would caution against lumping them into a singu...

September 18, 2019

By David Root, Founder & CEO

The next industry revolution in financial services is already here. 

In the 30+ years that I have been in this business, I have never seen the sort of change and opportunity that is taking place regarding client needs and their increased expe...

August 20, 2019

By Michael Aroesty, CFP®

In Neil Postman’s book, Amusing Ourselves to Death, he described a world in which audiences were able to endure hours of dialogue in a single sitting.  That long-ago time was during the Illinois Senatorial debates between Abraham Lincoln and Ste...

June 14, 2019

2019 marks a milestone in our firm’s history. It is as much a landmark for determining our future as it is for celebrating our past. Our firm was launched as D.B. Root & Company in 1994, and for 25 years we have grown amid the many changes within our industry.

In techno...

March 20, 2019

This is an exclusive "Hedgeye Investing Summit" interview between wealth manager David Root and Hedgeye CEO Keith McCullough. It aired on March 19, 2019.

Important Disclosures:

The information and comments contained in this video are provided for general informational pu...

February 12, 2019

By Adam Souply, CFA

The Roth IRA is an excellent retirement savings tool for young professionals. It provides benefits from a tax perspective and via compounding growth. With a Roth IRA, you can contribute up to $5,500 after-tax dollars for tax year 2018 (you still have...

January 15, 2019

Our CEO, David Root was featured in an article recently in the Pittsburgh Post-Gazette on inorganic growth and acquisitions in our industry.

Click here to read the full story...

Photo credit: Steve Mellon/Post-Gazette

December 14, 2018

By Steve Kohler, CFP®

Two areas we focus on in our Financial Planning process, tax advising and charitable giving, tend to come together at this time of year. One way you can boost your charitable giving while saving on taxes is by giving stock from your personal invest...

November 24, 2018

By Adam Souply, CFA

High net worth individuals work hard for their money. Successful (and wealthy) people set high expectations of themselves, and any financial advisor who works with them needs to do the same. Clients are demanding, and rightly so. They also expect the...

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Pittsburgh, PA 15219-1818


Phone: 412.227.2800

Toll Free: 888.227.0913

Fax: 412.227.2805



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Toledo, OH 43604


Phone: 419.574.9399

Toll Free: 888.227.0913

Fax: 419.574.9356

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