Budros Ruhlin Roe



Daniel B. Roe, CFP®
 

Dan Roe is the Chief Investment Officer of Budros, Ruhlin & Roe, Inc.  He is a Certified Financial Planner™ certificant and holds a Bachelor of Science degree from Miami University in Oxford, Ohio.   Dan has been advising clients in the financial services industry for more than 25 years. Prior to joining Budros, Ruhlin & Roe in 1996, he owned his own fee-only wealth management practice.

In 2015, Dan was named
one of Barron’s Top 100 Independent Wealth Advisors in the U.S., ranking #3 in the state of Ohio, and was also named on their 2014 and 2016 Top Financial Advisors lists.  He has been profiled in the Wall Street Journal and Morningstar Advisor magazine, and has been featured on several widely followed websites.  Dan is widely quoted in the national media, and authors Budros, Ruhlin & Roe's quarterly Market Outlook and “5 Minutes on the Markets” multimedia presentations.

He is a member of the Investment Management Consultants Association (IMCA), the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA), and
is a frequently requested speaker at professional conferences. 

Dan is the current Chairman of the Investment Committee and Trustee of The Catholic Foundation
and a member of Rotary Club of Upper Arlington (OH), and is active with the Phi Delta Theta Walter B. Palmer Foundation and the Salvation Army of Central Ohio.