DBR Flagship Advisory Services

Focusing on the unique (and complex) needs of the high net worth investor.

Learn about our personal, holistic approach to Wealth Management and receive a free second opinion of your current financial plan, current asset allocation and the fees you are being charged.

Click here for more information on DBR Flagship Advisory Services.

Free second opinion and fee audit

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D. B. Root & Company ("D. B. Root") is an SEC-registered investment adviser located in the Commonwealth of Pennsylvania. D. B. Root may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. For information pertaining to the registration status of D. B. Root, please contact the SEC on its website at www.adviserinfo.sec.gov. A copy of D. B. Root's current written disclosure brochure discussing the firm’s business operations, services and fees is available from D. B. Root upon request.  References herein to D. B. Root as a “registered investment adviser” or any reference to being “registered” does not imply a certain level of skill or training.

Learn more about the D.B. Root approach

To learn more about the D.B. Root approach, or discuss a FREE second opinion on your current wealth building strategy, or call: 412-227-2800

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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