CI Budros Ruhlin Roe, Inc. is excited to announce that Daniel Roe, CFP®, Chief Investment Officer and Co-Chief Executive Officer has been recognized by two prestigious publications, Forbes and Barron’s, for his exemplary financial planning and investment management skills.
Forbes ranked Roe as number 8 in the state of Ohio on their Best-in-State Wealth Advisor list. Dan is the sole fee-only, independent advisor from the Columbus area to be named to the top 10. This is the second consecutive year that Forbes has ranked Roe on the list.
Barron’s also ranked Dan on their Top 1,200 Financial Advisor list. The list ranks 1,200 financial advisors across all 50 states and the District of Columbia. Roe ranked number 12 out of 30 advisors listed for the state of Ohio and is the top advisor from an independently-owned firm named to the list.
Roe is a Certified financial Planner® and has been advising clients for more than 30 years. He joined CI Budros Ruhlin Roe in 1996. In recent years, Dan has been profiled in Barron’s, Forbes, The Wall Street Journal and Morning Star Advisor magazine. As Chief Investment Officer and Co-CEO, Dan chairs BRR’s Investment Committee and crafts investment communications for the firm’s clients, which includes his popular “5 Minutes on the Market” multimedia presentations.
“I am thrilled and humbled to be ranked among the leading advisors in the state of Ohio, and nationally” said Roe. “The recognition is a testament to our team’s dedication to providing clients with a personalized approach to meeting their goals.”
Founded in 1979, CI Budros Ruhlin Roe sets itself apart from other wealth management firms through its independent, fee-only structure and it’s disciplined financial planning and investment strategies.
Forbes “Best-in-State Wealth Advisors” list, February 2019. The ranking for this list by SHOOK Research is based on due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes/SHOOK Research are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor. For more information about the selection criteria, click here.
Barron’s “Top 1,200 Financial Advisors” list, March 11, 2019. The ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor. For more information, click here.
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.