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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. Wins 2017 Junxure Power User Award

Columbus, Ohio-based Budros, Ruhlin & Roe, Inc, one of the nation’s leading independent wealth management firms with over $2.5 billion in assets under management and advisement, has been selected as the winner of the first Junxure Power User Award. The Power User...

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Budros, Ruhlin & Roe’s CIO Daniel Roe Named a Barron’s Top 100 Advisor

For the third consecutive year, Daniel Roe, Chief Investment Officer of Columbus-based Budros, Ruhlin & Roe, earned a place on Barron’s 2017 list of the Top 100 Independent Wealth Advisors in the United States.  He jumped three spots from last year to number...

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Wealth Manager Isaiah Stidham, CPA, CFP®, earns his Certified Exit Planning Advisor certificate

We are proud to announce that Isaiah Stidham, CPA, CFP® has received his certification from the Exit Planning Institute as a Certified Exit Planning Advisor (CEPA). Since 2007, the Exit Planning Institute has specialized in training professional advisors from a diverse...

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Gray Divorce—How will you survive?

Ending your marriage is scary. Ending your marriage when you are close to retirement can be even scarier. “Gray divorce” is the term that has been popping up in the media which refers to people who divorce after the age of 50. According to the National Center for Family...

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Mid-Year Retirement Checkup

It’s hard to believe we are more than halfway through 2017. With five months left in the year, now is a great time to assess how well you’ve been saving for retirement. Here are some questions to ask yourself when analyzing your success. Are you maxing out your...

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