Serving High Net Worth Investors and Company Retirement Plans through personalized Financial Planning and disciplined Asset Management

Service offerings that fit your individual needs:

INDIVIDUALS

CORPORATE

COMPANY
RETIREMENT
PLANS
Investors with $1 million to $25 million in assets are served by DBR Flagship Client Services
Aspiring young professionals are served by the  DBR Emerging Wealth Program
Investors with over $500,000 in assets are served by DBR Advisory Services
401(k) and benefit advisory services provided by DBR Business Services
"One of Pittsburgh's top ten financial advisors"

- AdvisoryHQ News (2017)

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The future of wealth management is here.

Many advisory firms make investment management their primary (or only) focus. However, we believe that for most people, life questions abound and are the primary reason for seeking professional advice. We prefer to offer a more holistic approach to Wealth Management that combines personalized Financial Planning with straightforward Asset Management.

 

We believe that Asset Management is strengthened by the value-added benefits of Financial Planning. Since 1994, clients nationwide have found exceptional value in our insights. We provide expert advice on retirement planning, estate planning, insurance, charitable giving, education funding and income tax planning. We’ll even prepare your tax returns. And best of all, we are just a phone call away.

The transparency of our service and compensation allows our clients to focus on the value received. It’s taken a lot of hard work, but we believe we’ve created a process that is simple for our clients.


And that makes it easy to work with us.

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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