Why DBR

• Approach
• Team
  • David B. Root, Jr.
  • Michael J. Aroesty
  • Steven Kohler
  • Heather Ostrowski
  • Dana Zarnich
  • David B. Root, Jr.
  • Michael J. Aroesty
  • Steven Kohler
  • Charles J. Stout
  • Nancy I. Kunz
  • Adam M. Souply
  • Taylor Glock
  • Jody R. Beegle
  • Leah E. McNally
  • Dana Zarnich
  • Michele "Mickey" L. Gilbert
  • Michael J. Aroesty
  • Richard R. Applegate
  • Steven J. Kaczynski, Jr.
  • Jesse B. Root
  • Marvin N. Ledgister
  • John Mazur
  • Alec F. Root
  • Richard R. Applegate
  • Steven J. Kaczynski, Jr.
  • Connie J. Pallof
  • Diane Bonenberger
  • Loraine Montanye
  • Jeremy L. Suschak

Who We Help

• Individuals
• Multi-Generational Families
• Businesses & Institutions

Services

• Flagship Wealth
• Generational Wealth
• Physician Wealth
• DBR Next
• Fiduciary Plan Solutions
• Multiple Employer Plan
• Institutional Management
• Investment Process

Resources

• Education
• Market Commentary
• A Further Look
• Company News