Business Details
32 Years
experience
Your Trusted Partner for Financial Advisory Solutions
Founded in 1994, DBR & Co has dedicated three decades to delivering independent financial advisory services rooted in fiduciary excellence. Our client-centric approach combines personalized wealth management strategies with comprehensive financial planning, tailored to address the unique needs of individuals, multi-generational families, retirement plan sponsors, and institutional clients. Our multidisciplinary team of specialists adheres to rigorous industry standards, employing data-driven investment processes and best practices in fiduciary governance to preserve and grow client assets. We maintain an open architecture platform that prioritizes client interests, offering independently vetted solutions without conflicts of interest.Recognized by leading industry publications and organizations, our firm consistently ranks among top financial advisors while maintaining ethical integrity by refusing to pay for industry recognition. With expertise spanning portfolio management, estate planning, tax optimization, and institutional asset management, we serve clients across 20+ states, committed to achieving their financial objectives through transparent, principled guidance.
Services
Wealth Management
Financial Planning
Investment Advisory
Retirement Planning
Estate Planning
Fiduciary Services
Portfolio Management
Philanthropic Planning
Institutional Asset Management
Tax Optimization
Details
- Year established: 1994
Highlights and features
- We have over 30 years of experience in wealth management and fiduciary services.
- Our team adheres to the highest fiduciary standards, prioritizing client interests.
- We offer personalized strategies tailored to unique financial goals and circumstances.
- Recognized as top financial advisors by industry publications like Financial Times.
- Our multidisciplinary team delivers comprehensive solutions across wealth planning domains.
Associations and certifications
- Centre for Fiduciary Excellence Certification
Services
Wealth Management
Comprehensive wealth management services combine portfolio construction, risk analysis, and tax-efficient strategies to preserve and grow client assets. Our data-driven approach integrates personalized financial planning with disciplined investment processes, addressing retirement goals, intergenerational wealth transfer, and values-based investing for high-net-worth individuals and families.
Fiduciary Advisory
Specialized fiduciary advisory services for retirement plans and institutional clients include ERISA compliance, investment policy development, and co-fiduciary support. We provide independent consulting for plan sponsors, participant education programs, and governance frameworks that align with Department of Labor best practices while minimizing fiduciary liability exposure.
Financial Planning
Holistic financial planning addresses retirement strategies, tax optimization, estate preservation, and insurance needs. Our customized approach incorporates cash flow analysis, risk management, and education planning, with specialized programs for physicians, executives, and emerging wealth families seeking comprehensive wealth planning solutions.
Institutional Asset Management
Strategic advisory services for endowments, foundations, and non-profits focus on mission-aligned investing, spending policy development, and sustainable portfolio management. We provide governance support, performance reporting, and ESG integration while maintaining fiduciary accountability to organizational missions and donor intent.
Portfolio Management
Active portfolio management employs proprietary asset allocation frameworks and rigorous manager due diligence. Our process includes concentrated asset diversification, tax-loss harvesting, and performance benchmarking across customized investment strategies for individuals, trusts, and institutional clients seeking long-term capital growth.
People
David B. Root, Jr.
Founder & Chief Executive Officer
David B. Root, Jr. established DBR & Co in 1994 with a vision for principled wealth management. As CEO, he ensures adherence to fiduciary standards while maintaining client relationships that span decades, emphasizing trust and personalized service.
Michael J. Aroesty
Chief Investment Officer
Michael J. Aroesty leads investment strategy development with over 25 years of experience in financial markets. He oversees portfolio construction, manager research, and risk management processes that drive the firm's client-centric investment philosophy.
Steve Kohler
Chief Planning Officer
Steve Kohler directs the firm's comprehensive financial planning initiatives. With expertise in retirement strategies and intergenerational wealth transfer, he develops client solutions that integrate investment management with life planning considerations.
Questions
What services does DBR & Co offer?
We provide wealth management, financial planning, fiduciary advisory services, portfolio management, and institutional asset management tailored to individuals, families, retirement plans, and non-profit organizations.
Are you fiduciary financial advisors?
Yes, we operate under the highest fiduciary standard, legally obligated to act in clients' best interests at all times through independent, conflict-free advisory services.
How do you approach investment management?
Our data-driven approach combines proprietary asset allocation frameworks, rigorous manager research, and risk management with tax-efficient strategies customized to each client's unique circumstances.
Do you work with institutional clients?
Yes, we specialize in fiduciary advisory services for retirement plans and institutional asset management for endowments, foundations, and non-profit organizations across the country.
What makes DBR & Co different?
Our employee-owned firm combines 30+ years of experience with industry-recognized credentials, maintaining independence through an open-architecture platform without proprietary products.
