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.

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.

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 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.

Awards &
Recognition

Awards and public recognition, while gratifying, are not what drive us. We are motivated most by the knowledge that we act in our clients' best interests, always. Their success is, for us, the highest achievement possible.

That said, we are honored to have been recognized by many of the top financial industry organizations and publications.

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.

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.

Scholarship

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.

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