We’re proactive, because it’s
easier to prevent a
problem than fix one.
than fix one.
Since our beginnings more than three decades ago, we’ve worked to earn the adjectives our clients use to describe us: smart, reliable, trustworthy. Over the years, we’ve grown into a company large enough to offer a wealth of resources—without sacrificing our commitment to making every client interaction personal.
That’s just how we do things at DB&Z.
For Us, It’s Personal
We couldn’t be more proud of what we do. We help people retire successfully—and we help plan sponsors ensure the health and longevity of the companies they own and manage.
National Reach, Regional Roots
Technology makes it possible to do business just about anywhere. And we’re fortunate to have those tools at hand. But our roots in this region run deep. We like joining clients in meetings, offering solutions in person, and getting to know new businesses and the people who run them.
Education is Everything
We offer clients a team of very smart people with the right education and certifications to back up that claim. And what they offer is—education. The right answers, the best solutions, the most recent information. All aimed at helping your business and your retirement plan succeed.
Quite simply, we’re a one-of-a-kind TPA.
We combine unrivaled expertise with a personal touch. The plans we administer are highly successful, and the people who call us for answers know us by our first names.
