September 27, 2015

Even though more than half are still paying off college debt of their own, millennials want their children to have a better college experience than they did. Fidelity reports that millennials intend to cover 74 percent of their children’s college costs, with 46 percent...

February 15, 2015

PITTSBURGH, FEBRUARY 12, 2015: David Root, Founder and CEO of D.B. Root & Company has been awarded a 2015 Diamond award by the Pittsburgh Business Times. This is the seventh year for the award, which honors the top Presidents and CEOs of Western Pennsylvania businesses...

November 11, 2014

PITTSBURGH – Independent Wealth Management firm, D.B. Root & Company has continued its steady growth by adding a new Financial Assistant to its roster. Adam Souply joins the firm after spending several years with one of the industry’s largest firms, BNY Mellon.

“I am ve...

October 28, 2014

PITTSBURGH – Independent Wealth Management firm, D.B. Root & Company has continued its steady growth by adding a new Registered Assistant, Marvin Ledgister to its team. Born and raised in London, England, Marvin is a graduate of Penn State University where he attended...

October 27, 2014

PITTSBURGH: D.B. Root & Company is proud to announce that Jeremy Suschak has earned his CFP® certification after completing the CFP® Board requirements, including passing the CFP® examination this past July. Jeremy is credentialed to work with clients in the areas of R...

July 16, 2014

PITTSBURGH: D.B. Root & Company, a Pittsburgh based independent Wealth Management firms, is pleased to announce that Financial Advisors David Hoffmann and Steven Kohler have again qualified for Five Star Wealth Manager award by Pittsburgh Magazine and Five Star Profess...

March 24, 2014

PITTSBURGH – Success has a way of forming long lasting relationships. This year D.B. Root & Company is recognizing Steve Kohler for his decade-long contribution to the firm. Steve joined the firm as a Financial Advisor, and has devoted his skills to servicing a roster...

February 4, 2014

PITTSBURGH — D.B. Root & Company is pleased to congratulate Vice President David W. Hoffmann, CFP®, AIF®, for achieving a milestone of 15 years with the firm. David joined D. B. Root in 1998 after spending 1 1/2 years at a national financial advisory firm. His credenti...

February 4, 2014

PITTSBURGH: D.B. Root & Company prides itself in recruiting and developing outstanding talent. A clear example of this is the advancement of Michael Aroesty in becoming a CERTIFIED FINANCIAL PLANNER™ in 2013. Part of Michael’s development was the result of completing t...

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MID-ATLANTIC REGION

 

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

GREAT LAKES REGION

 

811 Madison Ave, 7th Floor

Toledo, OH 43604

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Phone: 419.574.9399

Toll Free: 888.227.0913

Fax: 419.574.9356

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