Budros Ruhlin Roe
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Who We Are

Budros, Ruhlin & Roe, Inc. is an independently-owned, fee-only wealth management and investment advisory firm based in Columbus, Ohio.

With more than $1 billion in assets under management, it is ranked #1 among fee-only financial planning firms in Central Ohio1. Although based in the Midwest, the firm is consistently recognized as one of the top independent fee-only wealth management firms in the U.S.2

Many respected sources of financial advice have recognized Budros, Ruhlin & Roe or its principals for their accomplishments, including:
  • Forbes
  • Fortune
  • Wealth Manager magazine
  • Barron’s
  • The Wall Street Journal
  • The New York Times
  • USA Today
  • Worth magazine
  • US News & World Report
  • Medical Economics
 
1"The List: Financial Planners – fee-only,” Columbus Business First, November 14, 2008.
2 "Top Dogs," Wealth Manager magazine, July-August, 2008;
  "Third Annual RIA Survey," Financial Advisor magazine, July, 2008.




James Budros
Principal
Peggy Ruhlin
Principal
   
Dan Roe
Principal
John Schuman
Principal 
   
 
Gary Marcinick
Executive Vice President