Budros Ruhlin & Roe | Building money towards meaning

Your Needs First

  • Independently owned.

    We are not beholden to a bank or brokerage house to recommend their proprietary products.  Our sole focus is on YOU.

  • A fee-only firm.

    We do not sell investment or insurance products, nor do we receive any commissions, mutual fund fees, or free trips to exotic locations.  Our only revenue comes from YOU.

  • Fiduciaries.

    We must put YOU and your best interests above our own.


Our passion is working with clients to achieve their dreams, and we employ people who are authentic and driven to do this every day.  They are not just credentialed and experienced – they are exceptional.  We have built a compensation structure to attract and retain the best of the best.

In The News

Fact or Fiction: 401(k) plans don’t have any fees?

Do you know exactly how much you are paying in fees for your 401(k)? According to a recent Forbes.com article, 27% of Americans who participate in a 401(k) think they know how much they are paying in fees and 37% mistakenly think they are paying no fees! The reality is...

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Budros, Ruhlin & Roe Introduces Retirement Plan Services Team

Columbus, Ohio based Budros, Ruhlin & Roe, Inc. announces the formalization of their Retirement Plan Services offering after serving retirement plan sponsors and participants for over 35 years.  Applying the same fiduciary approach the firm employs with their wealth...

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Five Common Financial Mistakes to Avoid

Throwing away free money Based on a 2017 Vanguard study, only 79% of eligible employees participate in their 401k plan. If you are eligible and not contributing, there is a 90% chance you are missing out on money your employer wants to give you*. For example, assume your...

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Peggy Ruhlin, Chief Executive Officer of Budros Ruhlin & Roe, Accepts the 2017 Alexandra Armstrong Lifetime Achievement Award

Peggy Ruhlin, Chief Executive Officer of Columbus-based Budros, Ruhlin & Roe, Inc., formally accepts InvestmentNews’ 2017 Alexandra Armstrong Lifetime Achievement Award during the Women to Watch Luncheon at the Pierre hotel in New York City. In addition to the...

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Budros, Ruhlin & Roe’s Chief Investment Officer Daniel Roe Named to Forbes Best-in-State Wealth Advisors List

Daniel Roe, Chief Investment Officer of Columbus-based Budros, Ruhlin & Roe, Inc. has been named to Forbes Magazine’s inaugural list of America’s Best-in-State Wealth Advisors.  The list ranked over 2,000 advisors in the United States and Dan was ranked number 7 in...

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