Budros, Ruhlin & Roe Email Format

Financial ServicesOhio, United States51-200 Employees

Budros, Ruhlin & Roe is a fee-only wealth management firm that operates in a fiduciary capacity, offering comprehensive portfolio and wealth management services for high net worth individuals, business owners, executives, physicians, professional athletes, and multi-generational families, as well as portfolios for foundations, endowments, and retirement plans. Based in Columbus, Ohio, the firm positions itself on a transparent, client-aligned fee structure that emphasizes objective, conflicts-free advice and prioritizes the client’s interests above all else. The organization manages a substantial amount of assets and has built its practice around a proactive, collaborative approach to helping clients achieve long-term financial goals, with more than four decades in operation. In addition to its core wealth management services, the firm has a history of receiving recognition within the local business community and has engaged in various investment activities on behalf of clients over the years. A recent development noted in industry press is a corporate acquisition involving CI Financial Corp., indicating a change in ownership while the firm continues to operate from its Columbus base.

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