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David B. Root Jr., CFP®

Founder & CEOd.rootjr@dbroot.com

iHeart RadioCEO You Should Know: David Root

As CEO, David’s growth mindset continues from the day he founded the firm in 1994. As a result, DBR & CO now serves clients on a national level in the core disciplines of Wealth Management and Corporate Retirement Plans.  


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 as well as DBR Fiduciary Plan Solutions serving company retirement plans.  


David has authored several articles as well as a monthly commentary, ‘A Further Look’ which you can find current and previous editions of on the DBR & CO website.  He is also a frequent contributor for articles in industry publications such as The Wall Street Journal, New York Times, FundFire, Citywire, Financial Planning, Financial Advisor IQ and Private Asset Management. 


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


He and his wife Kathy are the proud parents of two sons – Jesse, a Yale graduate and former professional hockey player is a CFA (Chartered Financial Analyst) and serves as Research Analyst for DBR & CO., and Alec, a graduate of Bowdoin College where he also played hockey, is a CFA and is currently working toward his MBA at The Kellogg School, Northwestern University. 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

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