Business Details
32 Years
experience
Your Trusted Partner for Financial Planning and Wealth Management Solutions
At DBR & Co, we believe that successful personal relationships are the foundation of successful financial outcomes. Since 1994, our team of independent investment and financial specialists has prioritized understanding your unique goals to deliver tailored wealth management solutions. Our client-centric approach combines decades of experience with a multidisciplinary team structure to address the complex dynamics of multi-generational wealth. We adhere to the highest fiduciary standards, ensuring every recommendation aligns with your best interests.Our collaborative processes have guided clients across 20+ states toward successful financial outcomes, supported by industry-recognized expertise and a commitment to continuous innovation. We specialize in comprehensive financial planning, endowment management, and retirement plan advisory services, maintaining transparency and ethical practices in all our operations. Our recognition in third-party rankings reflects our dedication to excellence without compromising our principles.
Services
Wealth Management
Financial Planning
Investment Consulting
Endowment Advisory
Retirement Plans
Multi-Generational Planning
Fiduciary Services
Portfolio Management
Estate Planning
Tax Strategies
Details
- Year established: 1994
Highlights and features
- We have over 30 years of experience in wealth management.
- Our multidisciplinary team provides expert financial advice.
- We adhere to strict fiduciary standards for client trust.
- Client-centric approach tailored to unique financial goals.
- Recognized in industry rankings for excellence and service.
Associations and certifications
- Centre for Fiduciary Excellence Certification
Services
Wealth Management
Our wealth management services create customized strategies to preserve and grow multi-generational assets. We address complex financial dynamics through personalized portfolio management and tax-efficient solutions. With over 30 years of experience, our team delivers fiduciary-grade advice aligned with individual client goals and risk profiles.
Financial Planning
We develop comprehensive financial plans integrating retirement strategies, estate planning, and risk management. Our approach considers evolving life circumstances and long-term objectives. Clients receive tailored guidance through collaborative consultations with our multidisciplinary team of specialists.
Investment Consulting
Our investment consulting services provide institutional and individual clients with evidence-based portfolio strategies. We combine rigorous analysis with fiduciary best practices to optimize asset allocation and performance. The team maintains continuous monitoring and transparent reporting for all investment solutions.
Retirement Plans
We offer specialized consulting for ERISA-governed retirement plans, focusing on fiduciary compliance and participant outcomes. Our services include plan design, investment selection, and ongoing education. Clients benefit from our 30+ years of experience in institutional retirement solutions.
Endowment Management
Our endowment management services combine strategic investment planning with governance support for nonprofits and foundations. We help organizations achieve long-term sustainability while maintaining spending policy discipline. The team provides customized reporting and risk management frameworks tailored to institutional objectives.
People
David B. Root, Jr.
Founder & Chief Executive Officer
David B. Root, Jr. established DBR & Co in 1994, bringing decades of wealth management experience. He leads with a client-first philosophy, ensuring all advisors uphold strict fiduciary standards while delivering personalized financial solutions.
Michael J. Aroesty
Chief Investment Officer
Michael J. Aroesty oversees investment strategy with over 20 years of experience in financial markets. He develops evidence-based portfolio solutions while maintaining the firm's commitment to fiduciary excellence and client-centric service.
Steve Kohler
Chief Planning Officer
Steve Kohler leads financial planning initiatives, focusing on holistic wealth strategies. With extensive experience in client relationship management, he ensures personalized solutions that address both immediate needs and long-term objectives.
Questions
What services does DBR & Co offer?
We provide wealth management, financial planning, investment consulting, retirement plan advisory, and endowment management services tailored to individual and institutional clients.
Are you fiduciary financial advisors?
Yes, we operate under strict fiduciary standards, always prioritizing client interests in every recommendation and decision.
How long have you served clients?
We've guided clients toward financial success since 1994, with team members averaging over 20 years of investment experience.
Do you work with out-of-state clients?
Yes, our services extend to clients across 20+ states through personalized, relationship-driven advisory solutions.
What makes DBR & Co different?
Our client-centric approach combines multidisciplinary expertise, fiduciary commitment, and 30+ years of proven experience in wealth management.
How are you recognized in the industry?
We're featured in FT 300, Pittsburgh Business Times rankings, and certified by the Centre for Fiduciary Excellence for our service excellence.
