Budros, Ruhlin & Roe’s CIO Daniel Roe Named a Forbes Top 250 Wealth Advisor

Daniel Roe, Chief Investment Officer of Columbus-based Budros, Ruhlin & Roe, earned a place on Forbes 2017 list of Top 250 Wealth Advisors. This is the first time Dan has been selected for the list. Roe is the only advisor from the Central Ohio area and one of only seven from the entire state of Ohio selected.

The Forbes Top 250 Wealth Advisors in America ranking is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years’ experience. Factors weighed include quality of practice, client retention, experience, compliance records, nominations, assets under management, firm revenue, and best practices learned through extensive phone and in-person interviews. SHOOK Research compiles the list from over 11,000 nominations.

“To be one of 250 selected from over 11,000 nominations is truly an honor,” said Roe.  He continued, “I have been a reader of Forbes magazine and their website for years, so to be recognized by such a distinguished business journal is a real accomplishment for everyone on our team here at Budros, Ruhlin & Roe.”

Roe joined Budros, Ruhlin & Roe in 1996 and is a Certified financial Planner® certificant; he has been in the financial services industry for 30 years. He has been profiled in Barron’s, The Wall Street Journal and Morningstar Advisor magazine and is widely quoted in the national media and on leading financial social media sites. He also authors the firm’s Market Outlook and produces the firm’s “5 Minutes on the Markets” multimedia presentations.

“At Budros, Ruhlin & Roe, we work to understand each client’s needs and challenges,” said Roe. “Our unique, proactive and collaborative approach to investment management has helped families achieve their goals for decades.”

Founded in 1979, Budros, Ruhlin & Roe sets itself apart from other wealth management firms through its independent, fee-only practice and disciplined financial planning and investment strategies.

You may access the Forbes Top 250 Wealth Advisors list here.

Budros, Ruhlin & Roe, Inc. Wins 2017 Junxure Power User Award

Columbus, Ohio-based Budros, Ruhlin & Roe, Inc, one of the nation’s leading independent wealth management firms with over $2.5 billion in assets under management and advisement, has been selected as the winner of the first Junxure Power User Award. The Power User Award recognizes a firm whose proactive and advanced use of Junxure’s solutions deliver measurable benefits to their firm and their clients.

“We are thrilled to be named a Junxure Power User at the inaugural award ceremony,” said Terry Needles, Client Services Coordinator. “The software is pivotal in allowing us to effectively communicate and document activity by all associates to ensure client needs are met.”

Established in 2001, Junxure software is an industry leader of advisor technology and practice management solutions with more than 12,000 active users. The software allows firms like Budros, Ruhlin & Roe to best manage their client relationships by ensuring there is a channel of communication and task management among employees regarding client documents and transactions.

“We’ve been using Junxure for 12 years and have been pleased with how the software has grown with our firm,” said Brian Jack, Director of Operations.

Brian Jack and Terry Needles accepted the award on September 28 at the Junxure Conference in Las Vegas, Nevada.

 

About Budros, Ruhlin & Roe Inc.

Budros, Ruhlin & Roe, Inc. is a Columbus, Ohio based fee-only, independent wealth management firm, serving clients in a fiduciary capacity. The company culture emphasizes excellence in all areas of financial planning and portfolio management. To learn more visit www.b-r-r.com.

Contact

Budros, Ruhlin & Roe, Inc.

Kate Oster

+1 614-481-6900

 

Junxure Power User Award Disclosure

Junxure Power User Award winner was selected by a panel of four Junxure employees and Junxure Conference attendees. The winner was selected based on their use of the Junxure product at their firm. Some selection criteria included: daily use of the program throughout the firm, use of integration applications (Outlook, Portfolio Management, Document management, Financial Planning, Custodial), reliance on Junxure for ongoing task assignment and tracking, creation of action templates and sequences and active participation in user groups, panel discussions and user forums. To see the full selection criteria, please click here. This award does not evaluate the quality of services provided to clients and is not indicative of the company’s future performance. Neither the firms nor their employees pay a fee to Junxure in exchange for inclusion in the panel or award selection.