Asset Management

Your Financial Partner For Balancing Risk And Reward: For a Lifetime of Financial Security

Thank you for visiting D. B. Root & Company. Here you’ll find an active partner in your financial future. As an independent, fee-based firm, we act as a fiduciary focused on your best interests. We manage capital aiming to optimize returns while protecting against risk. That’s why we’ve created portfolio models that are designed to provide customized Asset Management solutions based on our clients’ goals and risk profile. These asset allocation models use investments that maximize potential returns while managing risk, fees and taxes.

In addition, our personal and comprehensive Wealth Management services utilize industry leading tools and technology to help build a solid financial foundation for you and your family. We work with you to help achieve your financial goals and your life goals.  We also partner with some of the industry’s most intelligent minds through our professional network to provide robust, expert services in retirement planning, estate planning, insurance, elder care, legal, accounting and banking.

Contact one of our Wealth Managers to see how our balanced portfolio models compare to your current approach. You’ll also learn more about our complete lineup of financial services for individuals and businesses. For today’s investor looking for new solutions in a changing marketplace, the Future of Wealth Management is here.


David B. Root CFP®, AIF®
Founder and CEO


Best Places 2014


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

A Further Look with David Root

blogdavidrootMAY 20, 2015

Call for Leadership

By David Root, Founder & CEO

Take Root Financial Topics Blog

Tiffany BenigniMAY 15, 2015

How compounding interest can help lead to a more secure retirement

By Tiffany Benigni RPSM, Registered Assistant

Root Source Financial Webinars

Informative conference calls on financial-related topics you can use. View all…


Hedgeye Risk Management Macro Themes for Q2 2015

Presented by Keith McCullough, CEO, Hedgeye Risk Management