About Company

DBR & Co. is an independent wealth management and fiduciary advisory firm that delivers comprehensive financial planning, investment management, and fiduciary services for individuals, multi-generational families, businesses, endowments, and nonprofits. The company emphasizes personalized, relationship-driven advice delivered by a multidisciplinary team of specialists who apply fiduciary best practices and independent investment expertise to preserve, grow, and thoughtfully plan clients’ wealth. Founded in 1994 and based in Pittsburgh, DBR & Co. offers services including retirement planning, estate and legacy planning, asset protection, investment policy formation, fiduciary advisory for ERISA plans, and institutional advisory services, and serves clients across more than 20 states while maintaining a client-centric, fiduciary-first philosophy.

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