Info

D.B. Root & Company is an independent, fee-based investment advisor. Headquartered in Pittsburgh, PA, the firm was founded by David Root, Jr. and Carrie Coghill, who share a deep interest in financial planning that involves carefully crafting financial plans to meet each client's needs. D.B. Root & Company presents a variety of options so that clients themselves can play an active role in their investment decisions. They work with their D.B. Root counselor and support team to update their financial situation and plan for changes in their objectives. This relationship-based approach is at the heart of our business philosophy, and our interactive counseling style enables us to focus on each client's unique set of goals and concerns. Clients have around-the-clock access to their account information through our web site, and they are assured of the confidentiality of all personal data. Our most important mission will always be helping each client pursue financial security, and the peace of mind that comes with it.