David B. Root Jr., CFP®
Founder & CEO / firstname.lastname@example.org
As founder and CEO, David concentrates his firm’s efforts on helping our family and institutional clients achieve the power of financial security and independence in their lives. He oversees our firm’s trademarked financial planning (Life Plan 20/20) and investment management (Strategic Aim) services and is the driving force behind the firm’s reputation for superior quality in services. “Families look to us to protect the wealth they’ve accumulated…we’re not hired to make them wealthy.”
Dave is also the author of D.B. Root & Company’s weekly commentary titled “A Further Look” which takes a timely and often non-consensus view of the economy, markets and his own field of financial planning. You can find the current and previous editions on our website as well as Shared Updates on LinkedIn and on Twitter @Askdbroot.
David coined the term “mMillionaire,” in 2007 to describe the most promising, yet overlooked and under serviced segment ($1-20 Million) of the investing American public. Popularly referred to today as the rising-affluent where ‘time and a trusted relationship’ are their most valued assets, he has established himself as an expert in working with the mMillionaire, having developed this demographic group as the firm’s market niche. This focus has made D.B. Root & Company one of the top-ranked independent financial advisory firms in the nation* (Barron’s Magazine, Advisory HQ) and one of the largest Pittsburgh-area money managers* (Pittsburgh Business Times).
DB Root & Company has 17 team members, is a member of the Dynasty Financial Partners Network and securities are offered through Charles Schwab Advisory Services.
Family and Interests
He and his wife Kathy are the proud parents of two sons. Jesse is a Yale graduate and a professional hockey player in the New York Islanders organization and Alec, after finishing his senior year at Bowdoin College in Maine, has joined investment consulting firm Cambridge Associates in Washington D.C.. In his spare time, David is passionate about hockey, an avid reader and an enthusiastic golfer.
* 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.
Barron’s Magazine: The rankings reflect assets under management, revenues and quality of service.
Registered Rep Magazine: Based on advisors who personally manage at least $150 million in assets with a majority in client accounts.
Diamond Award criteria included leadership, organizational success and commitment to community..
David’s Blog Posts
David Root Welcomes You to the Future of Wealth Management