In the News | Mar 01, 2017
D.B. Root & Company named one of Pittsburgh’s Top 10 Best Financial Advisors in Pittsburgh Again
David B. Root, Jr.CFP®
CFP®
D.B. Root & Company, one of Pittsburgh’s largest independent Wealth Management firms has again been named one of Pittsburgh’s Top 10 Best Financial Advisors in Pittsburgh for 2017 by AdvisoryHQ News.
AdvisoryHQ News is a national review and ranking news media for the investment management, wealth and financial advisory industries across the U.S., U.K., and Canada.
The selection process identified a wide range of financial advisors, asset and wealth managers, and financial planners that provide services in Pittsburgh and surrounding areas.
Among the attributes that D.B. Root was recognized for were the firm’s core tenants of independence, financial planning delivered through a proprietary LifePlan 20/20® process and strength of the firm’s strategic partnerships including Charles Schwab, Dynasty Financial Partners and research partner Hedgeye Risk Management.
David Root, CFP®, Founder and CEO of the firm summarized why D.B. Root & Company may have gotten the attention of AdvisoryHQ: *“While many advisory firms center their services around investment management, we choose to focus on Wealth Management – where a well thought out financial plan combined with simple, transparent and low cost investment management provide the blueprint for long-term security.” *
AdvisoryHQ News also noted D.B. Root’s core values of accountability, objectivity and trust as important features of the firm.
AdvisoryHQ News provides news coverage, ranking, and reviews of financial advisory firms, wealth and asset management firms, registered investment advisors, accounting firms, online brokers, mortgage lenders, banking firms, loan providers, best savings and checking accounts, and other business and financial-related products.
This material has been provided for general, informational purposes only, represents only a summary of the topics discussed, and is not suitable for everyone. The information contained herein should not be construed as personalized investment advice or recommendations. Rather, they simply reflect the opinions and views of the author. D. B. Root & Company, LLC. does not provide legal, tax, or accounting advice. Before making decisions with legal, tax, or accounting ramifications, you should consult appropriate professionals for advice that is specific to your situation. There can be no assurance that any particular strategy or investment will prove profitable. This document contains information derived from third party sources. Although we believe these third-party sources to be reliable, we make no representations as to the accuracy or completeness of any information derived from such sources, and take no responsibility therefore. This document contains certain forward-looking statements signaled by words such as "anticipate," "expect", or "believe" that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward-looking statements. As such, there is no guarantee that the expectations, beliefs, views and opinions expressed in this document will come to pass. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. All investment strategies have the potential for profit or loss. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses.
David B. Root, Jr.
CFP®