DBD Retirement And Financial Services

Overview

DBD Retirement And Financial Services is an independent registered investment adviser that works primarily with individual and family clients. The firm operates as a capital allocator: it constructs and manages portfolios directly while also selecting third-party managers when appropriate. Services emphasize financial planning, portfolio management for individuals and small businesses, and education through seminars and workshops. The firm charges a mix of fee arrangements — percentage of AUM, hourly fees, and fixed fees — allowing flexibility for planning engagements and managed-account relationships. On the investment side, DBD Retirement And Financial Services favors liquid, listed instruments but maintains the capability to use external managers and alternative vehicles where they add value. The firm is not an active ESG investor and currently reports single-state operations. It also does not operate as a pension consultant or a related adviser.

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Public Holdings

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Location & Offices