Awards & Recognition

Peggy Ruhlin, Chief Executive Officer of Columbus-based CI Budros Ruhlin Roe, has been selected as the 2017 Alexandra Armstrong Award for Lifetime Achievement winner. This annual award celebrates female pioneers in the field of financial planning. It recognizes women who have had long careers as advisors, a proven track record of leadership in the profession, …

Investment News Celebrates Peggy Ruhlin, Chief Executive Officer of CI Budros Ruhlin Roe, as the 2017 Alexandra Armstrong Lifetime Achievement Award Winner Read More »

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 …

CI Budros Ruhlin Roe’s CIO Daniel Roe Named a Forbes Top 250 Wealth Advisor Read More »

Columbus, Ohio-based CI Budros Ruhlin Roee, Inc, one of the nation’s leading independent wealth management firms with over $2.3 billion in assets under management and advisement, has been named to the Financial Times 300 Top Registered Investment Advisors as of June 22, 2017. The list recognizes top independent RIA firms from across the U.S. This …

CI Budros Ruhlin Roe, Inc. Named to 2017 Financial Times 300 Top Registered Investment Advisors Read More »

InvestmentNews announced their second annual Women to Watch list which included Budros Ruhlin & Roe’s Chief Executive Officer, Peggy Ruhlin.  The list honors female financial advisors and industry executives who are distinguished leaders at their firms. These women have advanced the business of providing advice through their leadership, passion, creativity and willingness to help other …

Peggy Ruhlin Named to InvestmentNews Women 2 Watch List Read More »

CI Budros Ruhlin Roe has been named the Medical Mutual Pillar Award for Community Service SHARE Award 2017 winner. The Pillar Award for Community Service was developed by Smart Business and Medical Mutual to honor businesses and individuals dedicated to making the Central Ohio region a better place to live. The Medical Mutual Share Award …

CI Budros Ruhlin Roe Wins the 2017 Medical Mutual Pillar Award for Community Service Read More »