Daniel Roe, Chief Investment Officer, of Columbus-based CI Budros Ruhlin Roe, earned a place on Barron’s 2018 list of the Top 100 Independent Wealth Advisors in the United States. He is ranked number 55 on this year’s exclusive list. This is the fourth time Dan has been selected to Barron’s Top 100 Independent Wealth Advisors.
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 has been widely quoted in the national media and on leading financial social media sites.
“I am honored to again be recognized by Barron’s,” said Roe. “The distinction is a reflection of everyone’s efforts at CI Budros Ruhlin Roe and our total dedication to helping our clients reach their goals.”
Founded in 1979, CI Budros Ruhlin Roe sets itself apart through its disciplined financial planning process and investment strategies, and by being one of the original independent and fee-only wealth management firms in America.
You may access the Barron’s Top 100 Advisors list here. Barron’s also included a special insert in the Monday, September 14, 2018 edition of the Wall Street Journal.
Participants were chosen as America’s top independent financial advisors, as identified by Barron’s, through a ranking that reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. Neither the RIA firms nor their employees pay a fee to Barron’s in exchange for inclusion in the Top 100.
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.