Six BRR Senior Professionals named Five Star Wealth Managers by Five Star Professional

Budros, Ruhlin & Roe, Inc., the largest independent, fee-only wealth management firm in Columbus, Ohio, announced today that six of its senior professionals have been named Five Star Wealth Managers by Five Star Professional. Aaron Armstrong, CFP®, CFA, Danny Due, CFP®, Andrea Ellis, CFP®, Jessica Lee, John McHugh, CPA, CFP®, CAP® and Amy Weldele, CFP®, …

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OHIO-BASED BUDROS, RUHLIN & ROE CIO NAMED A BARRON’S TOP 100 ADVISOR

For the second year in a row, Daniel Roe, chief investment officer of Columbus-based, Budros, Ruhlin & Roe, was named to Barron’s 2016 list of Top 100 Independent Wealth Advisors in the United States. The list is determined by the volume of assets overseen by the advisors and their teams, revenues generated for the firms and …

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Columbus Budros, Ruhlin & Roe website design and build

Budros Ruhlin & Roe Winner of Annual Invest in Others Community Leadership Award

The Invest in Others Charitable Foundation announced the winner of its Corporate Philanthropy Award in the categories of Advisory Firms and Financial Institutions as part of the 2016 Community Leadership Awards. Now in its tenth year, the Community Leadership Awards program recognizes the charitable work of financial advisors and financial services firms in communities across …

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Budros, Ruhlin & Roe named one of 2016 Financial Times 300 Top Registered Investment Advisers

Budros, Ruhlin & Roe has been named to the Financial Times 300 Top Registered Investment Advisers list. The list recognizes top independent RIA firms from across the U.S. This is the third annual FT 300 list, produced independently by the Financial Times Ltd. in collaboration with Ignites Research, a subsidiary of the FT that provides …

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What is Divorce Financial Planning?

Divorce Financial Planning is the application of expert analysis and strategic thinking to negotiate favorable financial terms and settlement for a divorce.  It is the process of providing guidance, education, support and analysis of financial issues to make rational and informed decisions throughout the process.  The traditional financial planning process looks forward and projects into …

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