Financial Advisors working in your best interest.
D. B. Root & Company is a fully independent Wealth Management firm operating as a fee-only Registered Investment Advisor (RIA). As such, we serve as fiduciary for our clients.
Our CFP® credentialed Financial Planners, deploy our Life Plan 20/20® Financial Planning process to provide financial clarity for all aspects of one’s life – family, business, retirement and lifestyle. This process also lays the foundation for our comprehensive Wealth Management services.
We also use a sophisticated, repeatable process for Asset Allocation known as Strategic A.I.M.® managed by our Investment Committee. We then match each client’s financial profile, time horizon and risk tolerance with portfolio management expertise of our investment advisors. It aims your portfolio toward protecting and growing your assets in order to reach your retirement target as securely and efficiently as possible.
Cutting edge analysis by our experienced research team led by our partner, Hedgeye Risk Management, state-of-the-art platform technology from Dynasty Financial Partners and Charles Schwab, all contribute to portfolio strategies that are simple, transparent and low-cost.
If you are looking for experienced financial advisors committed to providing a holistic client experience, contact us at email@example.com or call 412-227-2800.
David B. Root CFP®
Founder and CEO
Five Star Professional award based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers’ future performance. For more information please visit www.fivestarprofessional.com.
Certain supervised persons of D. B. Root & Company, 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. A number of D.B. Root & Company’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 D.B. Root & Company recommends the purchase of insurance products where its Supervised Persons may be entitled to insurance commissions or other additional compensation.
A Further Look with David Root
An unconventional look at markets and asset allocation
JUNE 22, 2016
By David Root, Founder & CEO
Take Root Financial Planning Blog
JUNE 15, 2016
Tiffany Benigni RPSM, Associate Advisor / Financial Planning
Root Source Financial Webinars
Informative conference calls on financial-related topics you can use. View all…