Financial Planning

LifePlan2020

Asset Allocation

2016 Charity Golf Outing and Clay Shoot | October 3, 2016 | Verona, PA | Register Now!

Pittsburgh 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.

Financial Planning serves as the foundation for our comprehensive Wealth Management services. 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.  

Asset Management at D. B. Root & Company is governed by a unique process employed by the Firm called Strategic AIM™.  Through Strategic AIM™, D. B. Root & Company systematically develops and implements asset allocation strategies and investment strategies well-suited to the needs of each individual client. This is achieved by matching each client’s financial profile, time horizon and risk tolerance with the portfolio management acumen of our Investment Committee and the personalized expertise of our investment advisors. The goal? To aim your portfolio in a direction that seeks to help you protect and grow your assets in order for you to reach your financial goals.

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 info-dbroot@dbroot.com or call 412-227-2800.

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David B. Root CFP®
Founder and CEO

FiveStar2014

Best Places 2014

Diamond-AWARDS-LOGO-2015

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

blogdavidrootSEPTEMBER 28, 2016

Is this a historic time for Financial Planning?

By David Root, Founder & CEO

Financial Planning

Read CEO David Root’s article on using technology in Financial Planning Magazine:

blogdavidroot
SEPTEMBER 7, 2016

Use these digital tools to bring new clients aboard

By David Root, Founder & CEO

Take Root Financial Planning Blog


OurTeamChuckStout2JULY 14, 2016

After Brexit – Time to Re-Finance?

Charles Stout, Senior Advisor

Root Source Financial Webinars

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

OUR NEXT CALL – AUGUST 24, 2016:

Auto, Home, and Umbrella Insurance: How Do You Know If You Have Too Little or Too Much?

Presented by D.B. Root & Company
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