Budros, Ruhlin & Roe Details

Budros, Ruhlin & Roe, Inc. is a fee-only wealth management firm serving in a fiduciary capacity. The firm currently manages over $3 billion of assets for clients throughout the country. Built on a foundation ...
Budros, Ruhlin & Roe, Inc. is a fee-only wealth management firm serving in a fiduciary capacity. The firm currently manages over $3 billion of assets for clients throughout the country. Built on a foundation of integrity, we successfully provide comprehensive wealth and portfolio management services to high net worth individuals, including business owners, executives, physicians, professional athletes, and multi-generational families. Our company also manages investment portfolios for foundations, endowments and employee retirement plans. We bring a unique, proactive, and collaborative approach to wealth management, which has helped individuals, families, and institutions accomplish their financial goals for more than four decades.Our clear and transparent fee structure allows you to easily understand the value we add, while aligning our goals with yours. When you do well, we do well. We do not sell products or receive commissions, and are compensated solely by you. By serving in a fiduciary capacity, we are held to the highest standard and by law, must place your interests before our own. You can be certain you will receive objective advice. We work exclusively for the one who matters most -- you.
Website
Employees
HQ
+1 614-481-6900
Location
Columbus, Ohio
Revenue
$10.5M

Notable Alumni

Debbie Pottebaum
Institutional Coordinator, Taft-Hartley Services
Manning & Napier
Mark Kizer
VP - Senior Financial Consultant
Charles Schwab
Michael Badea
Senior Vice President - Valuation Advisory
Stout

Employees

Associate Wealth Manager
Wealth Management Intern
Portfolio Administrator
VP - Director of Research
Retirement Plan Specialist

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