Founder and CEO
PITTSBURGH, MARCH 1, 2017: 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.
About D.B. Root & Company
D.B. Root & Company is a fully independent Wealth Management firm committed to providing the ultimate client experience. To do this, we bring together best-of-class services and tools that assist our clients in achieving their own life goal of financial independence.
Our firm provides asset allocation strategies and financial planning to individuals, families and businesses. We provide high value independent, personal financial advice including asset allocation, retirement planning, estate planning, tax planning advice, corporate seminars and executive counseling services. Founded in 1994, the firm is headquartered in Downtown Pittsburgh. For more information, visit www.dbroot.com.
The information contained herein is provided for general purposes only and is not suitable for everyone. Past performance is not indicative of future results. Information is subject to change without notice. Advisory HQ’s Top Ten advisors’ rankings are based on methodologies used by established financial news organizations and are highly focused on three pillars: total assets under management (AUM), firm size/quality, and the amount of revenue generated by an advisory firm. AdvisoryHQ’s Advisor Selection Methodology is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. The review and ranking articles are always 100% independently researched and written without the ranked Firms knowing they are being reviewed.