For the third consecutive year, Daniel Roe, Chief Investment Officer of Columbus-based CI Budros Ruhlin Roe, earned a place on Barron’s 2017 list of the Top 100 Independent Wealth Advisors in the United States. He jumped three spots from last year to number fifty-three, and is the top ranked advisor from Central Ohio.
Roe joined CI Budros Ruhlin Roe in 1996 and is a Certified financial Planner® certificant; he has been in the financial services industry for 30 years. He has been profiled in Barron’s, The Wall Street Journal and Morningstar Advisor magazine and is widely quoted in the national media and on leading financial social media sites. He also authors the firm’s Market Outlook and created the firm’s “5 Minutes on the Markets” multimedia presentations.
“It’s an honor to be named to the Barron’s Top 100 list again,” said Roe. “The recognition is truly a reflection on CI Budros Ruhlin Roe’s commitment to helping our clients achieve their wealth management goals.”
Founded in 1979, CI Budros Ruhlin Roe sets itself apart from other wealth management firms through its independent, fee-only practice and disciplined financial planning and investment strategies.
“The challenges individuals face in meeting their financial goals have only increased, but rising to these challenges is truly the part of the job I enjoy most. Our team continues to move into new areas, and strategies, all with the objective of allowing our clients to navigate these challenges successfully,” added Roe.
You may access the Barron’s Top 100 Advisors list here. Barron’s also included a special insert in the Monday, September 18, 2017 edition of the Wall Street Journal.
Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if CI Budros Ruhlin Roe, Inc. is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, CI Budros Ruhlin Roe, Inc. did not pay a fee to be included on any such ranking or to receive any such recognition. No ranking or recognition should be construed as a current or past endorsement of CI Budros Ruhlin Roe, Inc. by any of its clients. ANY QUESTIONS: CI Budros Ruhlin Roe, Inc.’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.