D.B. Root & Company
D. B. Root & Company is an independent Registered Investment Advisor and Fiduciary providing wealth management services to high net worth individuals. Packed with experienced financial advisors, the company offers comprehensive wealth management, financial and retirement planning services to individuals, families and business. DBR & CO employs a repeatable Investment Management process known as Strategic AIM™, and their exclusive LifePlan 20/20® Financial Planning process includes retirement planning, estate planning, insurance, tax advice, education planning and other planning services.
DBR & CO offers financial planning, asset management, investment advisory services, and retirement education, among others.
The firm has received numerous recognitions for their contributions in the field, including recognitions from AdvisorHQ, Expertise, Financial Times, and Investor Mint.
DBR & CO Wealth Management Services
Financial Planning: Life Plan 20/20®
Asset Management: Four Seasons Process
DBR Fiduciary Plan Solutions
DBR Next