Dbr & Co is a financial planner in Pittsburgh, PA. The firm provides expert wealth advisory services to individuals, multi-generational families, businesses, and institutions. Their specialized services include flagship wealth management, generational wealth advisory, fiduciary plan solutions for ERISA-governed retirement plans, and institutional advisory services for endowments, foundations, and non-profit organizations. The firm has been guiding clients toward successful outcomes since 1994.
The firm utilizes a multidisciplinary team of specialists to manage portfolio construction, wealth planning, and investment management. Their approach includes a data-driven, disciplined, and diversified process designed to manage capital market risk. Wealth planning services encompass retirement, estate, trust, and tax planning, as well as education, family, and philanthropic planning. For businesses and institutions, they provide independent investment expertise and applied fiduciary best practices to support organizational missions.
Located on 7th Avenue, the office is situated near the August Wilson Center for African American Culture and the PennDOT Driver License Center.
The business maintains well-documented information online and features a well-optimized website that search engines read cleanly.
Dbr & Co provides professional wealth advisory and financial planning services to the Pittsburgh community and clients across the country.