Life is full of complexities. We’ll design a personalized roadmap to guide you and your family...
Life is full of complexities. We’ll design a personalized roadmap to guide you and your family to the meaning beyond your money – to the realization of your goals for financial independence, inter-generational wealth transfer, and a philanthropic legacy.
We build our investment strategies around you, not products...
We build our investment strategies around you, not products. Many of our longstanding and most successful client engagements begin here.
Our experts partner with organizations of all sizes to design...
Our experts partner with organizations of all sizes to design comprehensive investment offerings for employee retirement plans, including asset allocation strategies, investment selection and ongoing optimization.
Our unique capabilities and sensibilities have kept us at the forefront...
Our unique capabilities and sensibilities have kept us at the forefront of the wealth management profession, and have led to the development of innovative services, including divorce consulting, socially responsible investing strategies, and administrative services for trustees.
We are not beholden to a bank or brokerage house to recommend their proprietary products. Our sole focus is on YOU.
We do not sell investment or insurance products, nor do we receive any commissions, mutual fund fees, or free trips to exotic locations. Our only revenue comes from YOU.
We must put YOU and your best interests above our own.
Our passion is working with clients to achieve their dreams, and we employ people who are authentic and driven to do this every day. They are not just credentialed and experienced – they are exceptional. We have built a compensation structure to attract and retain the best of the best.
Please note: any video that appears on our site: no portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if Budros, Ruhlin & Roe is engaged, or continues to be engaged, to provide investment advisory services.
CARES Act Translation for Business Owners
Coronavirus, Aid, Relief and Economic Security (CARES) Act Congress and the President designed provisions of the CARES Act to provide approximately $877 billion of relief to businesses. Since this is the largest relief package in the history of the United States, we wanted...
CARES Act Translation for Individuals
Coronavirus, Aid, Relief and Economic Security (CARES) Act Congress and the President passed the largest relief package in the history of the United States into law, estimated to cost over $2 trillion. Given the breadth of the relief provisions, we thought it important to...
Your future self says, "Don't panic, this is temporary."
School closings, travel restrictions, grocery store supply issues and much more time spent at home have increased uncertainty, which sparked some dramatic market volatility. We’ve seen multiple days of negative market returns over the past few weeks and as much as we’d...
Leverage the Fed’s interest rate cut for your financial advantage
The Federal Reserve announced an emergency interest rate cut of one-half of a percentage point, reducing the U.S. federal funds’ rate to a range of 1-1.25 percent. While the primary goal of the rate cut was to stabilize the economy after fears surrounding the...
Forbes Names Dan Roe #8 on Best-In-State Wealth Advisor List
Forbes honored Co-CEO and Chief Investment Officer Dan Roe with a #8 ranking in its 2020 Best-In-State Wealth Advisors list for Ohio. He's the first advisor listed for Columbus out of 131 named and thousands considered in the state.SHOOK Research chose each advisor...
