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.

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

Financial Deadlines that Affluent Widows Can't Afford to Miss

Losing a spouse is undoubtedly one of the most difficult periods of someone’s life.  Widows should allow themselves time to heal emotionally from the loss, to then be in a better place to make major investment decisions.  However, there are a few investment scenarios...

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Exposing the Hidden Repeal within the SECURE Act

While the focus of the recently passed SECURE Act is greater retirement plan access and information, hidden within the Act is a provision that repeals the changes made to the Kiddie Tax by the Tax Cuts and Jobs Act of 2017 (TCJA).  This repeal may have financial benefit...

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President Scott Rister Named to Leadership Trust

Columbus Business First named Scott Rister as a 2020 Leadership Trust member.  It's an invitation-only community for top business decision makers in Columbus.   Scott was selected for his depth of leadership in the financial services industry, most recently working...

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What the SECURE Act Means for You

As expected, the Setting Every Community Up for Retirement Enhancement Act (“SECURE Act”) has become law after passing as part of the recent spending bill.  The House of Representatives approved it in early 2019 with bipartisan support, but the legislation was held up...

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Three Ways to Make Your Financial Resolutions Doable.

Let's be honest – most of our New Year's resolutions get thrown by the wayside a few months (or weeks, I'm not judging) into the year. Often times, this is because our resolutions are entirely too broad to actually be implemented in our daily lives. For example, stating...

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