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.

DEDICATED TO YOU

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.

Please note: any video that appears on our site: no portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if Budros, Ruhlin & Roe is engaged, or continues to be engaged, to provide investment advisory services.

In The News

A Dad's survival guide to sending your child off to college--Part 3

T’was the night before college and all through the house, no one was sleeping especially not my spouse.  Momma in her PJs and I with our cat, just couldn’t believe this is where we were at. As I wrote last November, I have been a Certified Financial Planner™...

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Budros, Ruhlin & Roe’s Daniel Roe Named a Barron’s Top 100 Advisor for the Fourth Consecutive Year

For the fourth consecutive year, Daniel Roe, Chief Investment Officer of Columbus-based Budros, Ruhlin & Roe, earned a place on Barron’s 2018 list of the Top 100 Independent Wealth Advisors in the United States.  He is ranked number 55 on this year’s exclusive...

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10 Budros Ruhlin & Roe Professional Named Five Star Wealth Managers by Five Star Professional

Budros, Ruhlin & Roe, Inc, one of the nation’s leading independent wealth management firms with over $2.6 billion in assets under management and advisement, announces 10 wealth and investment management professionals have been named Five Star Wealth Managers by Five...

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A Dad’s survival guide to sending your child off to college – Part #2

Last year, our college journey ended with the successful completion of our Free Application for Federal Student Aid, also known as FAFSA (see my November 2017 blog for details on how to survive the FAFSA).  Within the FAFSA website, you can elect which colleges will...

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Financial Therapy-What is it?

According to financial therapists, our childhood experiences with and the way our parents related to money have imprinted certain thought patterns and behaviors, called “money scripts.”  Money scripts, usually developed in childhood and passed down from generation to...

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