Daniel Roe

Daniel Roe, Co-CEO and Chief Investment Officer of Budros Ruhlin & Roe, named to Forbes Best-in-State Wealth Advisor List and Barron’s Top 1,200 Financial Advisor List

Budros Ruhlin & Roe, Inc. is excited to announce that Daniel Roe, CFP®, Chief Investment Officer and Co-Chief Executive Officer has been recognized by two prestigious publications, Forbes and Barron’s, for his exemplary financial planning and investment management skills. Forbes ranked Roe as number 8 in the state of Ohio on their Best-in-State Wealth Advisor …

Daniel Roe, Co-CEO and Chief Investment Officer of Budros Ruhlin & Roe, named to Forbes Best-in-State Wealth Advisor List and Barron’s Top 1,200 Financial Advisor List Read More »