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 his honest and often non-consensus viewpoints on global macro investing and US Economic Cycles spark spirited discussions.
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 fulfill our clients’ Life Plans while reducing taxes, fees and risk for our clients.
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 email@example.com or call 412-227-2800.
David B. Root CFP®, AIF®
Founder and CEO
A Further Look with David Root
An unconventional look at markets and asset allocation
FEBRUARY 3, 2016
By David Root, Founder & CEO
Take Root Financial Topics Blog
JANUARY 21, 2016
By Tiffany Benigni RPSM, Associate Advisor / Financial Planning
Root Source Financial Webinars
Informative conference calls on financial-related topics you can use. View all…