D.B. Root & Company named one of Pittsburgh’s Top 10 Best Financial Advisors in Pittsburgh for second year in a row by AdvisoryHQ News

Contacts:

David Root
Founder and CEO
412-227-2800
d.rootjr@dbroot.com

 

Jack Carroll
412-227-2800
jcarroll@dbroot.com

 

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.

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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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This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

Important Consumer Disclosure: D.B. Root & Company, LLC (“DBR & CO”) is an SEC registered investment adviser located in Pittsburgh, Pennsylvania. DBR & CO and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC-registered investment advisors by those states in which D.B. Root & Company maintains clients. DBR & CO may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. DBR & CO’s web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of DBR & CO’s web site on the Internet should not be construed by any consumer and/or prospective client as DBR & CO’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information resulting from the use of tools or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from DBR & CO. Any subsequent, direct communication by DBR & CO with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of DBR & CO, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov. A copy of DBR & CO’s current written disclosure statement discussing DBR & CO’s business operations, services, and fees is available from DBR & CO upon written request. DBR & CO does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to DBR & CO’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission.

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.

Certain supervised persons of DBR & CO, in their individual capacities, as registered representatives of a broker-dealer, may provide securities brokerage services and implement securities transactions under a separate commission based arrangement and may be entitled to a portion of the brokerage commissions paid to the brokerage firm, as well as a share of any ongoing distribution or service (trail) fees from the sale of mutual funds. 

https:/brokercheck.finra.org/firm/summary/35747

A number of DBR & CO’s Supervised Persons are also licensed insurance agents and may offer certain insurance products on a fully-disclosed commissionable basis.  A conflict of interest exists to the extent that DBR & CO recommends the purchase of insurance products where its Supervised Persons may be entitled to insurance commissions or other additional compensation.