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.
Budros, Ruhlin & Roe, Inc. Named to 2019 Financial Times 300 Top Registered Investment Advisors for the Sixth Consecutive Year
Columbus, Ohio-based 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, has been named one of the Financial Times 300 Top Registered Investment Advisors as of...
Samantha Anderson, Wealth Manager at Budros Ruhlin & Roe, featured in the National Association of Personal Financial Advisors (NAPFA) Radio Media Tour
Budros Ruhlin & Roe, Inc. (BRR) is thrilled to announce that Samantha Anderson, CFP®, Wealth Manager, has been selected as a spokesperson for the National Association of Personal Financial Advisors (NAPFA) 2019 Radio Media Tour. The tour kicked-off on International...
Top 5 financial tips for women
(BPT) - Do women worry more about saving for retirement? There are many reasons women may be concerned about saving enough — they have a longer life expectancy, they often earn less than their male counterparts and they may have fewer full-time working years due to time...
Daniel Roe, Co-CEO and Chief Investment Officer of Budros Ruhlin & Roe, named to Forbes Best-in-State Wealth Advisor List and Barron’s Top 1,200 Financial Advisor List
Budros Ruhlin & Roe, Inc. is excited to announce that Daniel Roe, CFP®, Chief Investment Officer and Co-Chief Executive Officer has been recognized by two prestigious publications, Forbes and Barron’s, for his exemplary financial planning and investment management...
Scott Rister appointed President of Budros, Ruhlin & Roe; Industry leader Peggy Ruhlin set to become Chair of company she helped build
Columbus-based wealth management firm Budros, Ruhlin & Roe has announced key changes to its executive leadership team. Scott Rister, a former executive with Charles Schwab & Co., has been appointed as President of the company. After nearly 18 years as Chief...
