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.
New Tax Cut and Jobs Act - An Individual Perspective
We’ve heard a lot about proposed tax reform ever since the Presidential campaign. Over the past year, there has been speculation about how to improve corporate tax rates, simplify individual tax filings, provide a middle-class tax cut, encourage reinvestment in the US...
InvestmentNews Celebrates Peggy Ruhlin, Chief Executive Officer of Budros Ruhlin & Roe, as the 2017 Alexandra Armstrong Lifetime Achievement Award Winner
Peggy Ruhlin, Chief Executive Officer of Columbus-based Budros, Ruhlin & Roe, has been selected as the 2017 Alexandra Armstrong Award for Lifetime Achievement winner. This annual award celebrates female pioneers in the field of financial planning. It recognizes women...
What you need to know financially after divorce
Are you nearing the end of a divorce process or is has your divorce recently been finalized? There are many next steps to consider from a financial perspective, which are often overlooked. Interview and retain the services of a financial planner. We recommend finding...
A Dad’s Survival Guide to Sending Your Child Off to College
As a Certified Financial Planner™ practitioner for the past 19 years, I have helped many clients send a multitude of young men and women off to college, but now I find myself in the surreal situation of getting ready to send my first child off to college. It feels...
The Tax Cuts and Jobs Act ---What does this mean for your Spousal Support?
The Proposed Tax Reform The Tax Cuts and Jobs Act (TCJA) legislation announced this week would eliminate the spousal support (alimony) tax deduction for the payor and make the spousal support (alimony) payments received tax free to the recipient. This change effectively...
