In the News | Mar 01, 2017
D.B. Root & Company named one of Pittsburgh’s Top 10 Best Financial Advisors in Pittsburgh Again
David B. Root, Jr.CFP®
CFP®
D.B. Root & Company, one of Pittsburgh’s largest independent Wealth Management firms has again been named one of Pittsburgh’s Top 10 Best Financial Advisors in Pittsburgh for 2017 by AdvisoryHQ News.
AdvisoryHQ News is a national review and ranking news media for the investment management, wealth and financial advisory industries across the U.S., U.K., and Canada.
The selection process identified a wide range of financial advisors, asset and wealth managers, and financial planners that provide services in Pittsburgh and surrounding areas.
Among the attributes that D.B. Root was recognized for were the firm’s core tenants of independence, financial planning delivered through a proprietary LifePlan 20/20® process and strength of the firm’s strategic partnerships including Charles Schwab, Dynasty Financial Partners and research partner Hedgeye Risk Management.
David Root, CFP®, Founder and CEO of the firm summarized why D.B. Root & Company may have gotten the attention of AdvisoryHQ: *“While many advisory firms center their services around investment management, we choose to focus on Wealth Management – where a well thought out financial plan combined with simple, transparent and low cost investment management provide the blueprint for long-term security.” *
AdvisoryHQ News also noted D.B. Root’s core values of accountability, objectivity and trust as important features of the firm.
AdvisoryHQ News provides news coverage, ranking, and reviews of financial advisory firms, wealth and asset management firms, registered investment advisors, accounting firms, online brokers, mortgage lenders, banking firms, loan providers, best savings and checking accounts, and other business and financial-related products.
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David B. Root, Jr.
CFP®