Budros, Ruhlin & Roe’s Daniel Roe Named a Barron’s Top 100 Advisor for the Fourth Consecutive Year

Daniel Roe, Chief Investment Officer, of Columbus-based Budros, Ruhlin & Roe, earned a place on Barron’s 2018 list of the Top 100 Independent Wealth Advisors in the United States.  He is ranked number 55 on this year’s exclusive list. This is the fourth time Dan has been selected to Barron’s Top 100 Independent Wealth Advisors.

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 has been widely quoted in the national media and on leading financial social media sites.

“I am honored to again be recognized by Barron’s,” said Roe. “The distinction is a reflection of everyone’s efforts at Budros, Ruhlin & Roe and our total dedication to helping our clients reach their goals.”

Founded in 1979, Budros, Ruhlin & Roe sets itself apart through its disciplined financial planning process and investment strategies, and by being one of the original independent and fee-only wealth management firms in America.

You may access the Barron’s Top 100 Advisors list here. Barron’s also included a special insert in the Monday, September 14, 2018 edition of the Wall Street Journal.

Disclosure
Participants were chosen as America’s top independent financial advisors, as identified by Barron’s, through a ranking that reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. Neither the RIA firms nor their employees pay a fee to Barron’s in exchange for inclusion in the Top 100.

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.

10 Budros Ruhlin & Roe Professionals Named Five Star Wealth Managers by Five Star Professional

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.

A Dad’s survival guide to sending your child off to college – Part #2

Last year, our college journey ended with the successful completion of our Free Application for Federal Student Aid, also known as FAFSA (see my November 2017 blog for details on how to survive the FAFSA).  Within the FAFSA website, you can elect which colleges will receive your results; there is no cost to share this information.

Next on the To Do List was The Common Application, aka “The Common App.”  Back when I went to college in the mid 80’s, I had to prepare an application for each college I was considering attending.  The Common App has simplified that process by using one application that is shared with multiple colleges.  As of today, The Common App is accepted by more than 800 member colleges in 49 states, Canada and many European countries. Fortunately, in our son’s case, all the colleges he was applying to accept it.  In fact, in our state of Ohio there are 45 colleges and universities that accept The Common App. Check out this link https://www.commonapp.org/search-colleges to see the list of colleges that take The Common App.  My wife, who thankfully helped my son, highly recommends that students start working on The Common App in the summer before their senior year to alleviate some stress.

As part of the college application process, the next step was the creation of a student essay, which in our case was due by December 1st of our son’s senior year.  The essay highlights the child’s high school accomplishments or setbacks and how they were able learn from those experiences and overcome such defeats.  In my son’s case, his passion is robotics, specifically “Battle Bots,” where two robots enter the battle cage and only one leaves.  (Well the other one leaves the cage but in multiple pieces of mangled metal.)  My son Jack and his team were pretty good at building these robots and had a lot of success demolishing other bots, but they did experience their share of losses.  Jack elected to write about his team’s defeat and what they learned about working together as a team from this somewhat painful experience, as seeing your beloved robot crushed is excruciating.  At Jack’s high school, there was a literature teacher who helped him edit his essay and did a wonderful job at no charge, though he did say Jack could buy him dinner when he becomes the next Steve Jobs. If you can’t find a teacher, you can hire a paid  professional to help edit.  Jack’s essay was included with his Common App and I recall the application fee for the schools that charged an application was  in the $40 – $50 range.

Jack took the ACT college entrance exam.  When you sign up for the exam, you can select the colleges with whom you would like to share the results.  Preparing for the ACT was time consuming but sending the results to the selected colleges was easy peasy.

As for high school transcripts, your child will need to submit a request and payment to the high school.  The cost was $5 per transcript and the high school College Center sent these out directly to the colleges.  This step was relatively easy.

FAFSA complete – check

Essay complete – check

Application complete – check

ACT results and transcripts submitted – check

Now it was time to WAIT to hear back from the selected colleges.  In Jack’s case, he heard back from his top choice in February via U.S. mail.  My wife and I chuckled at the college letter, as printed on the outside of the envelope was the phrase “The contents of this envelope will change your life forever.”  Oh boy, we really hoped the letter contained news that would change Jack’s life for the better!  Fortunately, Jack was accepted!  This college had a commitment deadline of May 1st. Jack elected to wait until April 30th to commit, and by waiting he found himself without any housing due to unexpectedly high acceptances.

Stay tuned for the final chapter on how we resolved the housing ordeal and the big send off to campus.