David Root

David Root

Formal First Name

David B. Root Jr., CFP®, is the Founder and CEO of DBR & CO Wealth Partners, an independent RIA that now serves clients on a national level in the core disciplines of Wealth Management and Corporate Retirement Plans. With more than 30 years of helping successful individuals and their families preserve and grow their wealth, his growth mindset focuses on building, training and supporting the firm's professional team, as well as continuous improvement of services being offered to clients. He is also a frequent contributor for articles in industry publications such as The Wall Street Journal, New York Times, FundFire, Citywire, Financial Planning, Financial Advisor IQ and Private Asset Management.

Professional Experience

Academic History

  • David Root has authored several articles as well as a monthly commentary, 'A Further Look' which takes a timely and often non-consensus view of the economy, markets and his own field of financial planning and asset management

  • He is responsible for building and maintaining relationships with their network partners, which includes serving on the advisory board for Dynasty Financial Partners

  • Dave also coined the term 'mMillionaire' to describe the most promising, yet overlooked and underserved segment (rising affluent) of the investing American public.

  • Popularly referred to today as Next Gen, he and his team have developed a unique concierge-based Emerging Wealth Program to help this demographic group become 'planning ready'.

  • Under David’s leadership, the firm successfully made the transition to becoming an independent RIA (Registered Investment Advisor). This resulted in the creation of an internal Investment Committee as well as a Financial Planning Roundtable.

Dave Root's Volunteer Experience