Pittsburgh / Toledo
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Are you costing yourself money with your current financial plan?
FREE PHONE REVIEW
DBR & Co. Financial Advisors are CERTIFIED FINANCIAL PLANNERS™ (CFP®) We’ll be happy to show you more details and share additional ideas on how to stay on course to meet your long-term needs.
Free second opinion analysis of your portfolio
Free financial planning phone review
FREE SECOND OPINION
DBR Wealth Partners’ experienced team of well-credentialed advisors help you look beyond today – whether you are already wealthy or on your way. Our asset management team’s investment process is all about keeping you on track to meet your financial goals.
Big Picture Thinking for Our Clients.
While many firms make investment management their primary focus, DBR Wealth Partners looks at one’s entire picture – personally and professionally. That’s why we’ve made Financial Planning an important part of our client relationships in addition to disciplined Asset Management.
For many, Financial Planning begins with one of their most valuable assets, their company retirement plan. That’s why we recently bolstered our capabilities in this area through the addition of Rick Applegate and his team from R. Applegate and Associates in Pittsburgh as well as Paul Abendroth’s team in Toledo, Ohio. As a result, DBR & Co. has become one of the region’s largest independent advisory firms operating as a fiduciary for our clients.
Through DBR Fiduciary Plan Solutions, we are contracted as a co-fiduciary to many closely held businesses, multinational corporations and non-profit organizations offering 401(k) profit sharing plans or 403(b) plans. Adding this capability allows us to serve high-net worth clients as a fiduciary for both their personal and corporate financial needs.
With access to some of the most comprehensive Financial Planning, Asset Management and Qualified Retirement Plan Services available in the Mid-Atlantic and Great Lakes Region, our clients’ big picture remains our primary focus.