Whether you're an individual or corporate plan sponsor, as you begin to learn more about us, we're excited to introduce you to our client experience: Starting with a financial plan designed with integrity. Advice delivered personally. CEO and Founder David Root discusses DBR & CO's philosophy with Hedgeye CEO Keith McCullough.
Serving Qualified and Non-Qualified 401(k) 403(b) and other company retirement plans nationwide. Our financial planners have the experience, training and certifications necessary to assist clients in every aspect of their financial lives. Our repeatable asset allocation process delivers simple, transparent and low-cost investments to our clients.
Serving Qualified and Non-Qualified 401(k) 403(b) and other company retirement plans nationwide. Our financial planners have the experience, training and certifications necessary to assist clients in every aspect of their financial lives. Our repeatable asset allocation process delivers simple, transparent and low-cost investments to our clients.
Services
Offering an exceptional client experience doesn't happen by chance. We've assembled, mentored and trained a group of dedicated and well-credentialed professionals focused on serving client needs. DBR & CO has partnered with Charles Schwab to hold your investments. Charles Schwab has provided custodial services to more than 7,000 independent financial advisors for more than 30 years.
At DBR & CO, we consider ourselves to be our industry's version of a "teaching hospital". We invest a great deal in the education and training of our employees. Whether an employee joins us from another organization, or begins their career here, we make a substantial effort to provide them with all of the tools and support necessary to be successful.
We are an integrated platform with a national presence dedicated to growing enterprise value. DBR & CO is not backed by private equity, we are employee owned. We've invested in industry software and systems that have set the standard for advisor firms. We also support your client relationships with access to teleconferencing and account information via our website.
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