Financial Planning


Asset Allocation

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 or call 412-227-2800.


David B. Root CFP®
Founder and CEO



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

Advisory HQ’s Top Ten advisors’ rankings are based on methodologies used by established financial news organizations and are highly focused on three pillars: total assets under management (AUM), firm size/quality, and the amount of revenue generated by an advisory firm. AdvisoryHQ’s Advisor Selection Methodology is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. The review and ranking articles are always 100% independently researched and written without the ranked Firms knowing they are being reviewed.

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

blogdavidrootAPRIL 5, 2017

From the Barron’s Top 100 Conference: The Indispensable Client/Advisor Relationship

By David Root, Founder & CEO

Read CEO David Root’s article on training programs in The Wall Street Journal:

MARCH 23, 2017

Success of Training Programs Hinges On Hiring Process

By David Root, Founder & CEO

Take Root Financial Planning Blog

Jeremy SuschakMAY 23, 2017

How Much Life Insurance Do You Need?

Jeremy Suschak CFP®, Managing Director, Emerging Wealth Program

Root Source Financial Webinars

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


Tax Planning – Now That We Know…

Presented by D.B. Root & Company