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David B. Root Jr., CFP®

Founder & CEOd.rootjr@dbroot.com

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David’s efforts are concentrated on setting the tone for the business he founded more than 25 years ago. David believes that clients should not have to be satisfied to work only with the best local firm, when it is possible to work with highly skilled and motivated advisors nationwide. This has led to the firm’s growth and expansion on a national level in the core disciplines of Wealth Management and Corporate Retirement Plans.  

 

As CEO, David’s growth mindset has led to the acquisition of other advisor groups and the opening of a second office in Toledo, Ohio to serve the Great Lakes Region. The extensive expertise of these new partners in company retirement plans, including 401(k)s added additional strength and expertise to the firm’s existing service offering. This led to the creation of DBR Fiduciary Plan Solutions.  

 

Under David’s leadership, the firm successfully made the transition to becoming an independent RIA (Registered Investment Advisor). This resulted in the creation of an internal Investment Committee as well as a Financial Planning Roundtable. His vision for the future of the industry also resulted in the creation of DBR Next, the firm’s financial planning service for Next Gen achievers.  

 

With a fragmented and crowded industry going through dramatic changes (shifting emphasis from investments to planning), DBR & CO has strived to not only respond to but play a leadership role in creating that change. The firm focuses on providing clients with elite financial planning services for all stages of one’s financial success. Whether you are already wealthy, on your way to becoming wealthy or in the early stages of a career, DBR & CO has created a platform designed to meet your needs. DBR & CO is also backed by a solid network of partners including Charles Schwab, Hedgeye Risk Management and Dynasty Financial Partners, where David currently serves on the advisory board. 

 

David has authored several articles and commentaries including “A Further Look” which takes a timely and often non-consensus view of the state of financial planning and asset management. You can find the current and previous editions on the DBR & CO website. Dave also actively posts his perspective and commentaries on LinkedIn and Twitter. He is a frequent contributor of articles and opinions for industry publications such as The Wall Street Journal, Financial Planning, Financial Advisor IQ and Private Asset Management. 

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He holds a Bachelor’s degree in Economics and Communications from the University of Michigan. David also completed the Entrepreneurial Studies program at The University of Pittsburgh. 

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He and his wife Kathy are the proud parents of two sons – Jesse, a Yale graduate and former professional hockey player who is now serving as Research Analyst for DBR & CO., and Alec, a graduate of Bowdoin College where he played hockey, is a CFA and is working in the industry as an analyst with Cambridge Associates in Boston. In his spare time, David is passionate about hockey, is an avid reader and an enthusiastic, yet often humbled golfer. 

Check the background of this investment professional on FINRA’s BrokerCheck

* Advisory HQ’s Top Ten advisors’ rankings are based on methodologies used by established financial news organizations and are highly focused on three pillars: total assets under management (AUM), firm size/quality, and the amount of revenue generated by an advisory firm. AdvisoryHQ’s Advisor Selection Methodology 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. The review and ranking articles are always 100% independently researched and written without the ranked Firms knowing they are being reviewed.

Where to find us:

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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