Our Philosophy and approach

Our vision was to create a unique, proactive approach to wealth management that would assist high net worth clients in achieving their goals and objectives.

As a fee-only firm, we have removed many of the conflicts of interest that can arise when associates are paid by commissions on the products and services they recommend.

Simply put, we feel this fee-only, fiduciary approach is the only way to deliver objective advice to our clients, who have complex financial needs. Our greatest compliment comes from the numerous referrals provided by our existing clients, some of whom have been with us for more than 30 years.

The Budros, Ruhlin & Roe approach has met with great success, and while we have experienced substantial growth since the firm’s founding in 1979, our goal remains to build long lasting relationships with our clients, starting with a plan and strategies customized just for them.

But, are we the right fit for you? Here are four key criteria that we feel make for a strong partnership.

  • Trust in a collaborative process and the eagerness to participate in it
  • Openness in discussing your goals and continuous communication with your BRR team
  • Commitment to building a long-term strategy and having the resolve to stick with it
  • Willingness to consider multiple perspectives in navigating the investment paths to reach your goals