Budros, Ruhlin & Roe Solidifies Top Financial Advisory Position in Columbus Market
Columbus, Ohio (November, 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.
“Our clients require more than simple asset management,” said principal Jim Budros. “John’s expertise in numerous areas, including executive compensation, estate planning, income tax issues, and wealth transfer strategies have made him an invaluable member of our lead management team. Ownership in our firm recognizes his many contributions.”
Principal Peggy Ruhlin added, “His experience as an attorney, as a Certified Public Accountant and as a CERTIFIED FINANCIAL PLANNER™ equips him with the depth of knowledge that serves our clients well. Skills and experience levels are always important considerations, but they become a true differentiator when they’re put to the test in an economy such as this. John is at the top of his game.”
Prior to joining Budros Ruhlin & Roe in 2001, Schuman earned a solid reputation as an estate planning advisor as a senior manager with Deloitte & Touche in their Private Client Advisory group. He formerly practiced law with Squire, Sanders & Dempsey in Columbus, Ohio. His professional specialization is estate and wealth transfer planning with emphases on income tax charitable and retirement planning, as well as general business and succession planning.
Schuman is a summa cum laude graduate with a Juris Doctorate degree from Capital University Law School. He also holds a Bachelor of Science degree from The Ohio State University. He is a member of the Financial Planning Association and Ohio State Bar Association. Schuman serves as an advisory board member to the Columbus Foundation. He sits on the Board of Trustees for the Family Business Center of Central Ohio and the ALS Association in its Western Ohio Chapter.
About Budros, Ruhlin & Roe, Inc.
Budros, Ruhlin & Roe is a fee-only wealth management firm based in Columbus, Ohio. With $1.4 billion in assets under management, it is the largest independent advisory firm in its category in Central Ohio. Since its inception in 1979, the firm has helped clients achieve financial security and success using its unique wealth building process and globally diversified investment strategy. It is consistently named to the most respected top financial advisors lists published by numerous sources including Worth magazine, Bloomberg Wealth Manager magazine, and Goldline Research, which publishes its rankings in Forbes.