DBR Flagship Client 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.
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.