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

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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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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Is it time to hire a specialized advisor to run your company's 401(k) plan?

While you may be great at running your company, you might not have the expertise to run the 401(k) plan for your employees.  The Retirement Plans Services team at Budros, Ruhlin & Roe is dedicated to helping you manage your liability as a plan sponsor and help you...

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Estate Planning for Blended Families

According to, 40% of married couples with children in the US are step-couples—meaning at least one partner has a child (under the age of 18) from a previous relationship [1].  Now a days, blended or step-families are becoming more of the norm.  A...

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Finding the Value Abroad: BRR's Chief Investment Officer, Dan Roe provides his insights on developing markets

Chief Investment Officer, Dan Roe was recently featured in Barron's April 24th issue. Dan touched upon key market trends that he anticipates seeing over the next five to seven years. Given the current market outlook, Roe see opportunities in international equities and...

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