Based in Columbus, Ohio, the principals of Budros, Ruhlin & Roe, Inc. are nationally recognized wealth management and investment professionals. Their collective backgrounds from financial planning, investment management, trust administration, tax accounting and law combine to create one of America’s top financial advisory firms¹.

The principals have been featured in or quoted by some of the country’s most respected financial sources such as Forbes, Fortune, The Wall Street Journal, Barron’s and The New York Times.

Meet our management team, including some of the top financial advisors in the U.S.

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