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 Star Professional.

Aaron Armstrong, CFP®, CFA, Danny Due, CFP®, CAP®, Andrea Ellis, CFP®, Amy Kelly, CFP®, CDFA®, Scott Kidwell, CFP®, Michael Kline, CFP®, Jessica Lee, John McHugh, CPA, CFP®, CAP®, Dan Roe CFP®, and John Schuman, JD, CFP® were recognized with the 2018 distinction.

“We are thrilled to add two more professionals to our growing list of Five Star Wealth Managers. Out of over 1,000 Columbus-area wealth managers considered, only 67 were awarded the distinction, so our firm’s professionals comprise 15 percent of the list.  This is a testament of our commitment to provide our clients with the highest level of financial planning and investment management services,” said Peggy Ruhlin, Chief Executive Officer of Budros, Ruhlin & Roe.

Five Star Professional will publish a magazine announcing all Five Star Professionals in October. Please join us in congratulating our wealth and investment management professionals!


Five Star Professional Disclosure:

The Five Star Wealth Manager award is administered by Crescendo Business Services, LLC (dba Five Star Professional). For additional disclosure information, please go to: https://www.fivestarprofessional.com/wmdisclosures/COLWM18

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Budros, Ruhlin & Roe, Inc. is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Budros, Ruhlin & Roe, Inc. did not pay a fee to be included on any such ranking or to receive any such recognition. No ranking or recognition should be construed as a current or past endorsement of Budros, Ruhlin & Roe, Inc. by any of its clients. ANY QUESTIONS: Budros, Ruhlin & Roe, Inc.’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

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