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.

In The News

When should I hire a wealth manager?

It’s a question our wealth managers get asked all the time. Is it when you have a net worth of a million dollars? Ten million dollars? The truth is, there is no magic number. The real questions you should be asking yourself is how do you make the right choice and what are...

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Budros, Ruhlin & Roe, Inc. named to Financial Advisor Magazine's 2017 Annual RIA Ranking

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 has been named to the Financial Advisor Magazine's 2017 Annual RIA Ranking. The list recognizes independent...

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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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