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Who We Are
Our Distinction
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Our Management Team
Jim Budros
Peggy Ruhlin
Dan Roe
John Schuman
Gary Marcinick
Joe Patracuollo
What We Do
Wealth Management
Financial Independence/Retirement Planning and Modeling
Risk Management and Asset Protection Strategies
Tax Planning
Education Funding
Estate Planning and Wealth Transfer Strategies
Philanthropic Planning and Strategies
Investment/Portfolio Management
Investment Policy Statement Development
Asset Allocation and Portfolio Restructuring
Portfolio Management and Reporting
Fiduciary Services
Our Advantage
Access to Top Money Managers
America’s Exclusive Wealth Management Consortium
Best in Class Practices
News
Contact Us
My BRR Office
Award and List Selection Disclosure
In The News
Market Outlook
Press Releases
Press Releases
Top 50 Fee-Only Advisers in U.S. Announced
Sunday, February 01, 2009
Columbus, OH firm secures prestigious ranking
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Budros, Ruhlin & Roe Solidifies Top Financial Advisory Position in Columbus Market
Saturday, November 01, 2008
Budros Ruhlin & Roe, Inc. announces that John Schuman has become a shareholder of the company. The firm is one of the nation’s most successful wealth management practices with more than $1.4 billion in assets under management.
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Budros Ruhlin & Roe Selected as One of The Most Dependable™ Wealth Managers for Women in the U.S.
Friday, August 01, 2008
Budros Ruhlin & Roe Selected as One of The Most Dependable™ Wealth Managers for Women in the U.S.
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1801 Watermark Drive, Suite 300 • Columbus, Ohio 43215 • Telephone: 614.481.6900 • Facsimile: 614.481.6919