Asset Allocation


Independence is great.

Welcome to D. B. Root & Company, a fully independent Wealth Management firm determined to provide the ultimate client experience. To do this, we bring together best-of-class services and tools that assist our clients in achieving their own life goal of financial independence.

That’s why we created Life Plan 20/20, our exclusive Financial Planning process that provides financial clarity for all aspects of one’s life – family, business, retirement and lifestyle. We also employ a sophisticated yet repeatable process for Asset Allocation known as Strategic A.I.M.

Our advisors utilize cutting edge analysis of the market provided by our experienced research team led by partner, Hedgeye Risk Management. Hedgeye’s CEO, Keith McCullough is a regular guest on Fox Business News and other outlets, where he provides honest and often non-consensus viewpoints on global macro investing and US Economic Cycles.

While using state-of-the-art technology from Dynasty Financial Partners and Charles Schwab, we create portfolio strategies that are simple, transparent and low-cost; all designed to meet our clients’ life planning needs.

D.B. Root & Company is committed to investing in our industry, our employees, our clients and our community. We do so while implementing our core values of trust, transparency, objectivity and accountability.

If you are looking for a partner to assist you with your goal of financial independence, contact us at or call 412-227-2800.


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

An unconventional look at markets and asset allocation

blogdavidrootMAY 3, 2016

Breaking news, or a breaking belief system?

By David Root, Founder & CEO

Take Root Financial Topics Blog

tiffany-benigni-squareMAY 3, 2016

Princely sum or not, you should have a Will

Tiffany Benigni RPSM, Associate Advisor / Financial Planning

Root Source Financial Webinars

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


Protecting Your Information and Identity Online

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