Corporate Sponsored Programs

D.B. Root & Company advisors have decades of experience advising corporate employees and executives. Our research capabilities, technology, strategic partners and years of developing sound strategies make us a great option for helping your people pursue a financially secure future. Our seminars, Lunch ’n Learn Programs and individual counseling is all designed to educate, to advise and to implement our financial planning recommendations.
– Charles J. Stout, President

Watch: Charles Stout introduces our Corporate Sponsored Programs

Corporate Financial Education Programs

D.B. Root & Company’s Corporate Education Programs are designed to help your associates:

  • Understand and appreciate their corporate benefit and compensation plans
  • Assure they are covered adequately with insurance, providing a sense of financial security
  • Develop a plan for managing their retirement plan investments
  • Update their estate plan aligned with their personal preferences
  • Learn how to improve their cash flow and reduce their tax liabilities

Click here to learn more about our Corporate Education Programs…


Executive Financial Counseling Services

D.B. Root & Company’s Executive Financial Counseling Services provide busy executives with advice and guidance on all aspects of their personal wealth management. Our client-focused program includes:

  • Planning for retirement
  • Debt management
  • Maximizing company compensation and benefits plans
  • Option strategies
  • Tax planning
  • Estate planning
  • Asset allocation
  • Life insurance protection
  • Property-casualty insurance
  • Saving for college education
  • Tax return preparation

Click here to learn more about our Executive Financial Counseling Services…


Retirement Plan Solutions (401K)

One of the most valuable benefits you can offer your employees is the opportunity to participate in a 401(K) plan. It can provide peace of mind to current employees and serve as an incentive to attract new talent to your organization.

At D. B. Root & Company, we have made retirement planning a priority. That means professional 401(K) advice from award-winning, independent advisors. Our service is personal, and our products are non-proprietary to give us total flexibility in developing a plan that fits your needs.

Click here to learn more about our Retirement Plan Solutions…


Lunch ‘n Learn Programs

D.B. Root & Company understands that progressive corporations and organizations want to provide their associates with resources for improving their financial knowledge. That’s why we offer Lunch ‘n Learn programs free of charge. The program is presented by one of our experienced and trusted advisors. It includes a 45-minute discussion on highly relevant topics with no solicitation of individual participants.

Topics may include:

  • Asset allocation for 401(k) and 403(b) Plans
  • Determining Life Insurance needs
  • Saving for college education
  • Income tax planning
  • Investments
  • Long-term care insurance

Click here to learn more about our Lunch ‘n Learn Programs…


For more information on any of our Corporate Sponsored Programs, contact Charles Stout at 412.227.2800 or