Because decisions today impact your lifestyle and financial future.

You are busy.

When you get to a certain level of wealth, you have a complexity of needs and lack of time to manage wealth yourself. CI Budros Ruhlin Roe is an independent, fee-only wealth management firm that designs a personalized roadmap and investment strategy around your specific situation, not products.

We work with and for you

Wealth Management

Comprehensive strategies for all aspects impacting your financial life

Investment Management

Creation of customized investment portfolios

Retirement Plan Services

Creating corporate investment solutions for business owners with two to 100+ employees

Grow with BRR

Comprehensive strategies for all aspects impacting your financial life

You should be at ease speaking about finances.

Plan for your lifestyle and future confidently with CI BRR

Having discussions about past financial decisions and future goals is not easy. With our team, you will feel completely comfortable. There is no judgment, especially if you find yourself in a transitional phase of your life. Make decisions confidently, knowing our teams seek to customize the best approach for you.

Learn about our team structure

You deserve a customized, comprehensive, and continuous strategy

You will benefit from decades of wealth management experience to help customize a wealth management plan specifically for you and your family. Being a fee-only firm that does not sell any financial products, we seek to provide transparent and objective advice and reduce conflicts of interest.

Depth of Experience.

- 20 Certified Financial Planner (CFP®) Certificants
- Four Certified Public Accountants (CPA)
- Three Chartered Financial Analysts (CFA)
- Two Chartered Advisors in Philanthropy (CAP®)
- A Certified Exit Planning Advisor (CEPA)
- A Retirement Income Certified Professional (RICP®)
- Two Attorneys (JD)
- Two Accredited Investment Fiduciary (AIF®) Certificants

You need a coordinator
of your other resources

Your CI Budros Ruhlin Roe team not only oversees the financial aspects of your future, but also coordinates your team of resources, like attorneys and CPAs. This team approach works seamlessly with estate planning, charitable strategies, and all aspects of wealth management.

Find out how CI BRR can help