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Company News | Oct 27, 2014

D.B. Root & Company senior advisor Steven Kohler named 5-Star Wealth Manager

Steven Kohler


D.B. Root & Company, a Pittsburgh based independent Wealth Management firms, is pleased to announce that Financial Advisor Steven Kohler has again qualified for Five Star Wealth Manager award by Pittsburgh Magazine and Five Star Professional.

This has become a yearly achievement for the senior member of D.B. Root’s team for four years running.

To win this prestigious award, an advisor needs to satisfy ten objective criteria including five years as an active credentialed financial professional, favorable regulatory and complaint history fulfillment of firm’s internal review, accepts new clients, high client retention rates, tenure in the industry, financial credentials, number of clients served, client assets administered as well as education and professional designations.

David Root, Founder and CEO of D. B. Root & Company states, “we are very fortunate to have such accomplished advisors helping clients achieve their financial goals. Steve not only lead by example with his exceptional client focus and expertise –he is also a key member of our leadership team. I congratulate him both on being selected to this exclusive group of wealth managers in our industry.”

Kohler is being recognized as the result of a rigorous research process that included a regulatory and consumer complaint review, and an evaluation of objective criteria associated with wealth managers who provide quality services to their clients. He was chosen from over 2,000 Pittsburgh-area wealth manager candidates according to Crescendo Business Service, a national independent research firm that coordinated the program.

The award is not indicative of the wealth managers’ future performance. For more information please visit

This material has been provided for general, informational purposes only, represents only a summary of the topics discussed, and is not suitable for everyone. The information contained herein should not be construed as personalized investment advice or recommendations. Rather, they simply reflect the opinions and views of the author. D. B. Root & Company, LLC. does not provide legal, tax, or accounting advice. Before making decisions with legal, tax, or accounting ramifications, you should consult appropriate professionals for advice that is specific to your situation. There can be no assurance that any particular strategy or investment will prove profitable. This document contains information derived from third party sources. Although we believe these third-party sources to be reliable, we make no representations as to the accuracy or completeness of any information derived from such sources, and take no responsibility therefore. This document contains certain forward-looking statements signaled by words such as "anticipate," "expect", or "believe" that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward-looking statements. As such, there is no guarantee that the expectations, beliefs, views and opinions expressed in this document will come to pass. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. All investment strategies have the potential for profit or loss. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. The impact of the outbreak of COVID-19 on the economy is highly uncertain. Valuations and economic data may change more rapidly and significantly than under standard market conditions. COVID-19 has and will continue based on economic forecasts to have a material impact on the US and global economy for an unknown period.

Steven Kohler


Chief Planning Officer

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