DBR & CO Wealth Partners

About Us

DBR & CO is a boutique, independent Registered Investment Advisor operating with a singular mission of delivering the highest standard of expertise and objective financial advice to individuals, families, businesses, and institutions.

Our experienced and highly credentialed team builds customized, comprehensive financial plans for physicians, business owners, executives, emerging professionals, and their families. These plans cover:

• Retirement planning
• Strategic tax planning
• Legacy & estate planning
• Education planning
• Risk management & insurance
• Private banking
• Charitable giving
• Investment management

Through our dedicated retirement plan advisory division, DBR Fiduciary Plan Solutions, we also serve as a 3(38) and 3(21) investment advisor and co-fiduciary to 401(k), profit-sharing, 403(b), 401(a), 457, and nonqualified deferred compensation plans sponsored by national corporations, closely held businesses, regional healthcare providers, and local nonprofit organizations.

Delivered by a credentialed team of experts with decades of retirement plan advisory experience, our advice is fee-only in nature and free from conflicts of interest or incentives from third parties. Our robust range of services includes:

• Plan design
• Investment selection & monitoring
• Outside service provider evaluation & RFPs
• Sponsor & participant education
• Retirement plan committee formation & consulting
• Investment policy statement construction & maintenance
• Fiduciary assessments
• Fee evaluation & benchmarking