Our firm is built on trust.

Our vision was to create a unique, proactive approach to wealth management that would assist high net worth clients in achieving their goals and objectives. Our greatest compliment comes from the numerous referrals provided by our existing clients, some of whom have been with us for more than 30 years.

Our philosophy and approach

Allow us to introduce ourselves.

Our Team

Philosophy

Community Involvement

BRR 4 Women

Scholarship

Plan confidently with CI BRR

You deserve experienced, efficient, skilled experts working on your behalf.

Our greatest compliment comes from the numerous referrals provided by our existing clients, some of whom have been with us for more than 30 years.

Meet our teams

Our Philosophy

Our philosophy and approach

As a fee-only firm, we have removed many of the conflicts of interest that can arise when associates are paid by commissions on the products and services they recommend.

Simply put, we feel this fee-only, fiduciary approach is the only way to deliver objective advice to our clients, who have complex financial needs.

Community Involvement

The team at CI Budros Ruhlin Roe believes in the importance of giving back. Our firm and individual team members are engaged participants in creating good for the community in which we live, work, and play. Our involvement in local causes and organizations helps us develop a deeper connection with the people around us.

Learn more about how CI BRR gives back

CI BRR for Women

It's essential to provide women with the tools and knowledge they need to achieve their goals. With approximately half of our client base being managed by women advisors, our focus on female leadership is apparent.

CI Budros Ruhlin Roe established a firm goal to enhance our reputation as a woman-friendly wealth management firm among clients, peer firms, and members of our community.

Learn more about how we empower women

Scholarship

CI Budros Ruhlin Roe is Columbus’ leading fee-only, wealth management firm with a long-standing commitment to diversity and inclusion. There are two annual scholarships available to college students interested in a career in finance.

Learn about our scholarships
Scroll to Top