Budros Ruhlin & Roe | Building money towards meaning

Your Needs First

  • Independently owned.

    We are not beholden to a bank or brokerage house to recommend their proprietary products.  Our sole focus is on YOU.

  • A fee-only firm.

    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.

  • Fiduciaries.

    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.

In The News

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...

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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...

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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...

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April Tax Strategy Deadlines That You Thought Were in December

If the holidays hindered your best tax-efficiency intentions, take heart.  There are areas where you have until the 2020 tax filing deadline to take action, overriding a December 31, 2019 deadline assumption. Here are two, last-minute tax saving strategies of which you can...

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Financial Deadlines that Affluent Widows Can't Afford to Miss

Losing a spouse is undoubtedly one of the most difficult periods of someone’s life.  Widows should allow themselves time to heal emotionally from the loss, to then be in a better place to make major investment decisions.  However, there are a few investment scenarios...

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