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Specialized Expertise Delivered by a Multidisciplinary Team.

Our advice is goals-based and outcome-driven, providing a comprehensive perspective tailored to your unique circumstances. Our collaborative, multidisciplinary team approach elevates the level of personalized guidance and dedicated service you receive. Working in concert, advisory specialists bring together the full resources of DBR to craft a custom strategy fit to your goals.

What The Industry Has To Say

While DBR & CO welcomes being included in third-party rankings and independent awards, we will never pay for any industry-related recognition.

FT 300 | Top Financial Advisers

Financial Times | 2020

Centre for Fiduciary Excellence

Certification

Top 100 Retirement Plan Advisors

PLANADVISER

Best Places to Work

Pittsburgh Business Times (2018 - 2022)

Top 10 Financial Advisors in Pittsburgh

SmartAsset

10 Best Financial Advisors in Pittsburgh

AdvisoryHQ

The Wall Street Journal

Wealth Management

Bloomberg

Where to Invest

FundFire

Registered Investment Advisors

Financial Planning

Wealth Management

Financial Advisor IQ

Practice Management

The New York Times

Wealth Matters

Fast 50

Pittsburgh Region's Fastest Growing Companies | 2020

The DBR 360 Approach

We assess complex challenges holistically. Founded upon Our Principles, the DBR 360 approach evaluates your unique circumstances comprehensively, incorporating your distinct values and objectives to deliver a personalized solution.

Physicians, Executives, & Professionals

Multi-Generational Families

Retirement Plan Sponsors & Participants

Endowments, Foundations, & Non-Profit Organizations

Portfolio Construction

Portfolio Management

Investment Due Diligence & Selection

Comprehensive Wealth Planning

Corporate Retirement Plan Advisory

Institutional Asset Management

Fiduciary Governance & Best Practices

Our People

Our mission is to provide the highest standard of expertise and independent advice to clients. We place distinct emphasis on the skills and credentials of the team to ensure you are working with the industry's best.

Employee Owned. Industry Recognized. Personal Focus.

Our Interests Are Always Aligned with Yours

We provide transparent fees for service that align with your objectives. We are an independent, fiduciary advisor delivering conflict-free service with no third-party affiliation or commission-incented model. Our structure is built by our team to best serve our clients.

A Further Look

What is Your Plan to Calm the Demon of Unrest?

Education

Preparing for the Sunset of the Current Lifetime Estate and Gift Tax Exemptions Should be Done Sooner Than Later

Market Commentary

3Q2024 Market Commentary: The Great Recalibration

A Further Look

China’s Woes Create Energy for America’s Manufacturing Comeback

A Further Look

Consequences of Deception: Lessons in Transparency from Mrs. Doubtfire

“What makes us different is what makes us great – we are willing to roll up our sleeves and identify solutions to the complex issues our clients face. We are always at the forefront of major industry and regulatory best practices, and we have unified processes that are geared toward producing consistent, optimal outcomes for our clients. ”

-Michael J. Aroesty, Chief Investment Officer

“Our team is motivated by the opportunity to help people achieve their financial goals by employing a fully-aligned approach. We strive for excellence, establishing the industry’s best practices and obtaining the most rigorous designations and education available in the industry.”

-Adam M. Souply, Senior Financial Advisor

“We foster a culture where our principal value is always the client’s best interest. Our high-touch, team-based approach allows for specialized experts to support and fulfill each client’s unique needs and circumstances without unnecessary barriers or burdensome conflicts of interest.”

-Steven J. Kaczynski, Jr., Senior Financial Advisor & Managing Director, Fiduciary Plan Solutions

“Navigating your financial complexities and risks today requires specialized advisory expertise, with the credentials and experience to guide and manage as situations change.”

-Richard R. Applegate, Senior Financial Advisor

How Can We Help?

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