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 provides financial planning, consulting, and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business clients. The firm manages assets on both discretionary and non‑discretionary bases and also advises on variable life/annuity products, 529 plans, and employer‑sponsored retirement plans, often using independent managers or sub‑advisers for portions of client portfolios. The firm tailors its services to clients’ stated objectives and risk tolerances, with ongoing monitoring and at least quarterly reviews for managed accounts. Investment analysis uses a mix of fundamental, technical, and cyclical methods, and the firm may implement strategies that include options, private placements for accredited investors, and allocations to third‑party managers. DB & C’s structure includes relationships that are uncommon among peers: several supervised persons are principals of a related certified public accounting firm (DeBoer), and those individuals provide pension consulting and third‑party administrator services to employee benefit plans, arrangements the brochure discloses as potential conflicts. The firm also provides investment advisory and administrative services for Raymond James‑sponsored donor advised funds and discloses it receives a portion of the DAFs’ internal administrative fees.
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.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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