Sep 21, 2020 DBR & CO Launches Multiple Employer Plan MEP>ONE™ DBR & CO has announced the offering of a Multiple Employer Plan (MEP), under the operating name MEP›ONE™
Apr 17, 2020 Coronacrash Advisor Perspectives: DBR & CO’s David Root Jr. & Tony Sirianni Recently, AdvisorHub interviewed our CEO, David Root CFP® to get his perspective on the "Coronacrash." Read the article here.
Mar 20, 2019 Watch our CEO David Root's interview on Hedgeye TV with Keith McCullough during Investing Summit This is an exclusive "Hedgeye Investing Summit" interview between wealth manager David Root and Hedgeye CEO Keith McCullough. It aired on...
Jan 15, 2019 Pittsburgh Post-Gazette: Pittsburgh wealth managers in a mood to buy up assets to get bigger Our CEO, David Root was featured in an article recently in the Pittsburgh Post-Gazette on inorganic growth and acquisitions in our indust...
Aug 28, 2018 Pittsburgh Post-Gazette: Tracking down 3,000 customers — in person — is not as easy as it seems From the Pittsburgh Post-Gazette on August 27, 2018: Fresh out of the University of Michigan in the summer of 1983, David Root was living...
May 23, 2017 Success of Training Programs Hinges On Hiring Process From The Wall Street Journal. Read the full story…
Dec 18, 2016 Here are some tips when it comes to charitable giving: Special Holiday Column From PennLive As Pennsylvania investors take stock in their overall financial picture at the end of the year, it is a great time to asses...
Dec 1, 2016 Should clients prepare for Social Security benefit cuts? From Financial-Planning.com “We do believe Social Security will be around in 75 years, and we believe changes will be made to maintain be...
Sep 11, 2016 Use these digital tools to bring new clients aboard From Financial Planning Magazine Today, digital, online and social media technology all play a major role for financial services, particu...
Apr 10, 2016 Pennsylvania: Back to the Future From Private Asset Management DB Root & Company was featured in the April 2016 issue of Private Asset Management. Read the story here, st...