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DBR. Co - Investment Process
DBR. Co - Financial Planning
DBR. Co - DBR Next
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.