Daniel Roe, Chief Investment Officer of Columbus-based CI Budros Ruhlin Roe, earned a place on Forbes 2017 list of Top 250 Wealth Advisors. This is the first time Dan has been selected for the list. Roe is the only advisor from the Central Ohio area and one of only seven from the entire state of Ohio selected.

The Forbes Top 250 Wealth Advisors in America ranking is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years’ experience. Factors weighed include quality of practice, client retention, experience, compliance records, nominations, assets under management, firm revenue, and best practices learned through extensive phone and in-person interviews. SHOOK Research compiles the list from over 11,000 nominations.

“To be one of 250 selected from over 11,000 nominations is truly an honor,” said Roe.  He continued, “I have been a reader of Forbes magazine and their website for years, so to be recognized by such a distinguished business journal is a real accomplishment for everyone on our team here at CI Budros Ruhlin Roe.”

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 produces the firm’s “5 Minutes on the Markets” multimedia presentations.

“At CI Budros Ruhlin Roe, we work to understand each client’s needs and challenges,” said Roe. “Our unique, proactive and collaborative approach to investment management has helped families achieve their goals for decades.”

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.

You may access the Forbes Top 250 Wealth Advisors list here.

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