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.
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 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.
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.
Financial strategies for people like you
