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

Budros, Ruhlin & Roe, Inc. Named to 2017 Financial Times 300 Top Registered Investment Advisors

Columbus, Ohio-based Budros, Ruhlin & Roe, Inc, one of the nation’s leading independent wealth management firms with over $2.3 billion in assets under management and advisement, has been named to the Financial Times 300 Top Registered Investment Advisors as of June...

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Why Your Health Savings Account Should Be a Priority

A Health Savings Account (HSA) can be an extremely beneficial tool for financial independence.  An HSA allows an individual to pay for qualified health care expenses and save for future qualified medical expenses on a tax-free basis.  The individual must be covered under...

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Make sure WannaCry doesn’t make you want to cry!

The news cycle has been buzzing with the latest ransomware attack called WannaCry. This cyber-bug has infected over 300,000 computers in 150 countries. WannaCry is a ransomware style attack, where once the virus is introduced to your computer, it encrypts all the files on...

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Budros, Ruhlin & Roe’s EVP of Business Development, Gary Marcinick, Inducted into the Association of Ohio Commodores

Budros, Ruhlin & Roe shareholder and Executive Vice President of Business Development, Gary Marcinick, was inducted into the Association of Ohio Commodores on Thursday, April 18, 2017. The Association of Ohio Commodores inducted seven people from throughout Ohio during...

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Curious about Trump’s Thoughts on Taxes?

Here is a summary of the April 26th rollout of Trump’s tax plan.  He has proposed a pretty aggressive tax cut and reform package.  It has similarities to some prior Republican tax proposals, but may be too costly for “hawkish” Republicans.  The proposal was not in...

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