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.
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.
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.