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Samantha Anderson, Wealth Manager at Budros Ruhlin & Roe, featured in the National Association of Personal Financial Advisors (NAPFA) Radio Media Tour

Budros Ruhlin & Roe, Inc. (BRR) is thrilled to announce that Samantha Anderson, CFP®, Wealth Manager, has been selected as a spokesperson for the National Association of Personal Financial Advisors (NAPFA) 2019 Radio Media Tour. The tour kicked-off on International Women’s Day, March 8th, and focused on actions to help women achieve financial stability. More …

Samantha Anderson, Wealth Manager at Budros Ruhlin & Roe, featured in the National Association of Personal Financial Advisors (NAPFA) Radio Media Tour Read More »

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Top 5 financial tips for women

(BPT) – Do women worry more about saving for retirement? There are many reasons women may be concerned about saving enough — they have a longer life expectancy, they often earn less than their male counterparts and they may have fewer full-time working years due to time spent caring for children or aging parents. This …

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Daniel Roe

Daniel Roe, Co-CEO and Chief Investment Officer of Budros Ruhlin & Roe, named to Forbes Best-in-State Wealth Advisor List and Barron’s Top 1,200 Financial Advisor List

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 …

Daniel Roe, Co-CEO and Chief Investment Officer of Budros Ruhlin & Roe, named to Forbes Best-in-State Wealth Advisor List and Barron’s Top 1,200 Financial Advisor List Read More »

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Scott Rister appointed President of Budros, Ruhlin & Roe; Industry leader Peggy Ruhlin set to become Chair of company she helped build

Columbus-based wealth management firm Budros, Ruhlin & Roe has announced key changes to its executive leadership team. Scott Rister, a former executive with Charles Schwab & Co., has been appointed as President of the company.  After nearly 18 years as Chief Executive Officer, Peggy Ruhlin will ascend to Chair of the Board of Directors, while firm leaders …

Scott Rister appointed President of Budros, Ruhlin & Roe; Industry leader Peggy Ruhlin set to become Chair of company she helped build Read More »

Columbus Budros, Ruhlin & Roe website design and build

You hire a personal trainer to meet your fitness goals, why not hire a financial planner to help you meet your financial goals?

How do you know when you should hire a financial planner? Is there a magic salary you should obtain or an amount in your retirement account? What should you look for in an advisor? Everyone from the Wall Street Journal to Business Insider has written articles about when and how to choose an advisor but, …

You hire a personal trainer to meet your fitness goals, why not hire a financial planner to help you meet your financial goals? Read More »

Columbus Budros, Ruhlin & Roe website design and build

CFP Board announces Public Awareness Campaign

To help build awareness around the impact a CFP® professional can have on your life, the CFP Board debuted TV ads that feature individuals at different stages in their lives. Each ad shows how a CFP® professional can design a personalized plan for you reach your goals. The CFP Board is the non-profit organization acting …

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