Dana Zarnich Email

Chief Compliance Officer . DBR and CO

Current Roles

Employees:
35
Revenue:
$5.9M
About
D. B. Root & Company, LLC, an independent Registered Investment Advisor (RIA) and Fiduciary provides Wealth Management services to high net worth individuals. In addition, company 401(k) and other qualified retirement plan advisement is offered through DBR Fiduciary Plan Solutions. Experienced advisors deliver Financial Planning and Investment Management to individuals, families and businesses. The firm’s exclusive LifePlan 20/20® Financial Planning process includes retirement planning, estate planning, insurance, tax advice, education planning and other planning services. The firm also employs a repeatable Investment Management process known as Strategic AIM™. Founded in 1994, the firm is headquartered in Downtown Pittsburgh. For more information, visit www.dbroot.com https://www.dbroot.com/disclosures
DBR and CO Address
436 Seventh Avenue, Suite 2800
Pittsburgh, PA
United States

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