Our Philosophy and Approach

Our vision from the beginning was to create a unique, proactive approach to wealth management that assists high net worth clients in achieving their goals and objectives. As a fee-only firm, we seek to remove many conflicts of interest including those that can arise when advisors are paid by commissions on 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. 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.

The CI Budros, Ruhlin Roe approach has been met with great success, and while we have experienced substantial growth since the firm’s founding in 1979, our goal remains to build long lasting relationships with our clients, starting with a plan and strategies customized just for them.

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