Budros Ruhlin Roe



Budros, Ruhlin & Roe, Inc. Receives Schwab IMPACT® Award

Best-in-Business for Excellence in Business Management

November, 2011 - Charles Schwab, a leading provider of custodial, operational and trading support for nearly 7,000 independent investment advisory firms, announced the winners of its sixth annual IMPACT Awards® – an awards program that recognizes advisors and firms that have advanced the industry.

Budros, Ruhlin & Roe, Inc., of Columbus, Ohio, received the Best-in-Business Award for its excellence in business management during a ceremony at Schwab’s IMPACT® 2011 conference in San Francisco. The fee-only wealth management company was founded by Jim Budros and Peggy Ruhlin, who continue as firm principals, along with Dan Roe and John Schuman. Today, the firm manages more than $1.5 billion in assets.

“We were founded on a fundamental commitment to fee-only financial advisory work, when this was a radical concept,” says Budros, Ruhlin & Roe, Inc. principal Peggy Ruhlin.

The firm’s best practices in business management revolve around a strong focus on strategic planning, resulting in a unique career development and incentive compensation plan for staff, a dedicated business development team, and innovative technology tools for clients and employees. Budros, Ruhlin & Roe, Inc. has tripled its business over the past 10 years.

The company’s “GPS” (Goals/Performance/Satisfaction) program is a roadmap for career and leadership development. Unique to the financial services industry, professional employees are compensated for superior client service and technical knowledge, not for business development or sales. Its Incentive Compensation Plan rewards desired behaviors needed to achieve the firm’s strategic goals, with additional compensation for Innovation, Initiative and Problem-Solving.

Budros, Ruhlin & Roe, Inc. created its client web portal, “My BRR Office,” as the central repository for each client’s information and for interactive communication between clients and firm employees. In November, the firm released a “BRR app” for iPad/iPhone and Android phones and tablets.

“This year’s IMPACT® Award winners raise the bar for excellence in client service and exemplary business practices for the independent RIA industry,” said Bernie Clark, executive vice president and head of Schwab Advisor Services. “We commend them for their dedication to investors, the industry and their communities, and we thank them for providing a learning opportunity for other advisors by sharing their best practices and achievements.”

Schwab made a $10,000 donation to The Budros, Ruhlin & Roe Fund of The Columbus Foundation on behalf of Budros, Ruhlin & Roe, Inc.

About The IMPACT Awards®

The 2011 IMPACT® Award winners were selected by a distinguished panel of judges, including Julie Littlechild, President of Advisor Impact; Sean R. Walters, Executive Director and CEO, Investment Management Consultants Association; and Dr. Thomas R. Robinson, Managing Director, Education, CFA Institute.

The above mentioned third parties are not affiliated with or employed by Charles Schwab & Co., Inc. The listing of award winners is not, and should not be construed as a recommendation, endorsement or sponsorship by Schwab. Independent investment advisors are not owned by, affiliated with or supervised by Schwab. Experiences reflected are not a guarantee of future performance or success and may not be representative of your experience.

The Best-in-Business Award goes to an independent investment advisory firm that has been in business 10 years or more, and has elevated business management to new levels of excellence and achieved exceptional business results. The IMPACT Awards® are judged by a panel of recognized experts and presented at IMPACT®, one of the industry’s leading conferences. The winners were recognized during a ceremony at Schwab’s IMPACT® 2011 conference, one of the nation’s largest and longest-running annual gatherings of independent investment advisors. As part of the IMPACT Awards® program, award winners are granted $10,000 donations from Schwab to designate to the charities of their choosing. Profiles and videos of the winners are available online at https://www.impactawards.schwab.com/winners2011.asp.

For more information, visit www.impactawards.schwab.com.

About Charles Schwab

The Charles Schwab Corporation (NYSE:SCHW) is a leading provider of financial services, with more than 300 offices and 8.2 million client brokerage accounts, 1.5 million corporate retirement plan participants, 765,000 banking accounts, and $1.65 trillion in client assets as of Aug. 31, 2011. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through its Advisor Services division. Independent investment advisors are not owned, affiliated with or supervised by Schwab. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and mortgage services and products.

More information is available at www.schwab.com and www.aboutschwab.com

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To learn more about Budros, Ruhlin & Roe, Inc., please visit www.b-r-r.com or contact
Gary Marcinick at (614) 481-6900 or gmarcinick@b-r-r.com.