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.
Health Savings Accounts - Could the best deal offered by the federal government be about to get even better?
Health Savings Accounts (HSAs) are often referred to as the holy grail of tax advantaged accounts; contributions are tax deductible, the account grows tax deferred and money withdrawn for qualified medical expenses comes out free of income tax. That’s a triple tax...
Budros, Ruhlin & Roe selected as Columbus CEO’s Best of Business in the category of Private Wealth Management Company
Budros, Ruhlin & Roe has been selected by the readers of Columbus CEO magazine as the Best of Business Winner in the category of Private Wealth Management Company for 2018. This is the eleventh year that Columbus CEO magazine has published the Best of Business...
A Dad's survival guide to sending your child off to college--Part 3
T’was the night before college and all through the house, no one was sleeping especially not my spouse. Momma in her PJs and I with our cat, just couldn’t believe this is where we were at. As I wrote last November, I have been a Certified Financial Planner™...
Budros, Ruhlin & Roe’s Daniel Roe Named a Barron’s Top 100 Advisor for the Fourth Consecutive Year
Daniel Roe, Chief Investment Officer, of Columbus-based Budros, Ruhlin & Roe, earned a place on Barron’s 2018 list of the Top 100 Independent Wealth Advisors in the United States. He is ranked number 55 on this year’s exclusive list. This is the fourth time Dan...
10 Budros Ruhlin & Roe Professionals Named Five Star Wealth Managers by Five Star Professional
Budros, Ruhlin & Roe, Inc, one of the nation’s leading independent wealth management firms with over $2.6 billion in assets under management and advisement, announces 10 wealth and investment management professionals have been named Five Star Wealth Managers by Five...
