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In the News

D.B. Root & Co. Goes Independent

Posted by Mindy Diamond

Think Advisor

By Marlene Y. Satter

Advisory firm D.B. Root & Co. went the independent route, leaving behind Commonwealth Financial Network and joining Dynasty Financial Partners. Charles Stout, senior advisor; David Hoffmann, vice president; Steve Kohler, senior financial advisor; Michael Aroesty, financial advisor; Lynn Hoffay, CPA; and nine support staff members also joined from Commonwealth.

D.B. Root is based in Pittsburgh and has client assets of more than $650 million.

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About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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