A complete list of active advisors currently associated with DB & C Advisors, LLC

Warmer can help you find a great advisor at DB & C Advisors, LLC or one who fits your needs even better.

DB & C Advisors, LLC is an SEC-registered investment advisory firm with a nine-person team managing roughly $252 million for about 323 clients. It serves individuals (including high-net-worth and non-HNW), pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, consulting, and discretionary and non-discretionary investment management. The firm typically constructs portfolios using allocations to independent managers, mutual funds, ETFs, and individual equity and fixed-income securities, and may employ options or private placements for appropriate clients, with ongoing monitoring and quarterly reviews. DB & C describes its analytical approach as a mix of fundamental, technical and cyclical analysis and retains responsibility for selecting and monitoring independent managers and sub‑advisers on behalf of clients. DB & C is notable for its affiliation with a certified public accounting firm, DeBoer, Baumann & Co., and for providing pension consulting and third‑party administrator services through those affiliated professionals—relationships the firm discloses as potential conflicts of interest. Certain supervised persons are principals of the affiliated accounting practice and may both provide pension-related consulting to plan sponsors and refer accounting clients to the advisory business, with the brochure outlining disclosures and oversight around those arrangements.

To learn more about the advisors currently working at DB & C Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.