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James Budros, CFP ®

Founder

Thanks to a host of professional accomplishments over the course of more than 40 years in the financial planning, investment and trust industries, Jim possesses a professional reputation as one of America’s leading financial advisors.

Consistently named one of the nation’s “Best Financial Advisers” by Worth magazine, Jim has also appeared on the cover of Barron’s as a top financial planner.

He is a CERTIFIED FINANCIAL PLANNER™ certificant, was the first Chair of the CFP Board of Practice Standards, and was a member of the CFP Board of Directors for six years.

Jim is a board member of the Bexley Community Foundation and the Kidd Family Foundation. He is a former chair and board member of the Columbus School for Girls, a former co-chair of the Professional Council of The Columbus Foundation, and a former board member of Slow Food Columbus. Jim is also a co-founder and board member of City Barbeque, Columbus.

He holds a Bachelor of Arts in Business Administration degree from Hanover College, a MBA from Texas Christian University, and a MS degree in Financial Services from The American College. He is an honors graduate of the National Graduate Trust School at Northwestern University.

Jim is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA) and the nationally recognized wealth management consortium, The Alpha Group.

In 2012, Jim was inducted into the Junior Achievement of Central Ohio Business Hall of Fame, and in 2011 he was the recipient of the Society of Financial Service Professionals “Hall of Fame” award, in recognition of his lifelong dedication to the financial services profession.

Peggy Ruhlin CPA PFS CFP

Peggy Ruhlin, CPA/PFS, CFP ®

Founder and Former Chair of the Board of Directors

Peggy Ruhlin is the former Chair of the Board of Directors of Budros, Ruhlin & Roe.  She was its Chief Executive Officer from 2000 to 2019. Under Peggy’s leadership, Budros, Ruhlin & Roe won the 2011 Schwab Impact Awards® Best in Business award.

Peggy has been recognized as one of America’s most distinguished women in wealth management, and was the recipient of the 2017 Alexandra Armstrong Award for lifetime achievement. She was named one of the “20 Most Influential Women to Watch in 2016” by Investment News, one of the Top 25 Women RIAs in 2016 by WealthManagement.com, and one of the Financial Times Top 100 Women Advisers in 2014. Smart Business News selected her as one of the inaugural Columbus Smart 50 CEOs in 2014.

She is the author of Wealth is Women’s Work: How women can make an long-term impact with a career in wealth management, published by Forbes|Advantage in 2023.

Peggy served (2015-2018) on the Board of Directors of the Certified Financial Planner Board of Standards, the Schwab Advisor Services Advisory Board (2014-2016), and the Foundation for Financial Planning. She is a trustee emerita of Otterbein University, having previously served as a trustee (2001-2014), and chair of the Investment Committee.

Peggy is a Certified Public Accountant with a Personal Financial Specialist accreditation, and a CERTIFIED FINANCIAL PLANNER™ certificant. She earned a Bachelor of Arts degree in Business Administration from Otterbein and received its Alumni Association’s Special Achievement Award in 2009. She was Otterbein’s commencement speaker in 2022, at which she was awarded an Honorary Doctor of Humane Letters degree.

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