Greg's Manifesto Financial

At DBR & CO., we believe financial success is about more than just numbers. It's about achieving your personal goals, preserving your wealth, and planning for the future. With over 25 years of experience, we are a team of dedicated professionals committed to providing comprehensive and personalized financial planning and investment services to individuals, families, and businesses.

Our Philosophy and Approach

We believe in building strong, personal relationships with our clients. We take the time to understand your unique goals, values, and concerns. Our team of experienced professionals works collaboratively to develop a tailored plan that aligns with your vision and aspirations. We adhere to the highest ethical standards as fiduciaries, always acting in your best interests.

Who We Help

• Individuals & Families: Comprehensive wealth management, planning for retirement, estate & legacy, and more.
• Multi-Generational Families: Customized wealth advisory to address the complexities of multi-generational wealth transfer.
• Businesses & Institutions: Independent investment consulting, fiduciary services, and strategic guidance for retirement plans, endowments, and foundations.

Flagship Wealth

• Comprehensive financial planning and wealth management services for individuals and families.

Generational Wealth

• Bespoke wealth advisory services for multi-generational families.

Fiduciary Plan Solutions

• Independent investment consulting and co-fiduciary services for ERISA-governed retirement plans.

Institutional Management

• Investment management and strategic advisory services for endowments, foundations, and non-profit organizations.

Our Commitment

At DBR & CO., we are driven by a deep commitment to client success. We are proud of our reputation for excellence, receiving recognition from prestigious industry publications. We actively share our expertise through educational resources and thought leadership content.

What Sets Us Apart?

• Client-centric approach with a focus on building strong relationships.
• Team of experienced and dedicated professionals.
• Fiduciary approach with unwavering integrity and ethical practices.
• Comprehensive and personalized wealth management plans.