Budros, Ruhlin & Roe Employee Directory

Financial ServicesOhio, United States51-200 Employees

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.

Find Budros, Ruhlin & Roe employees' phone numbers or email addresses

Budros, Ruhlin & Roe Global Highlights

Location
Employees

North America
30

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  • United States Of America
    30

Budros, Ruhlin & Roe's Leadership

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    E. S.
    Vp - Director Retirement Plan Services, Sr. Strategist
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    D. R.
    Principal And Chief Investment Officer
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  • Stylized image of a person
    J. B.
    Chairman
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  • Stylized image of a person
    M. H.
    Assistant Wealth Manager
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  • Stylized image of a person
    S. K.
    Manager
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  • Stylized image of a person
    G. F.
    Financial Planner
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  • Stylized image of a person
    J. R.
    Wealth Advisor
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  • Stylized image of a person
    J. C.
    Network Administrator
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Contact profiles from Budros, Ruhlin & Roe

Name
Title
Contact Info
Location
Last Update
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    D. R.
    Principal And Chief Investment Officer
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    Oct 17, 2024
  • Stylized image of a person
    J. B.
    Chairman
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    Dec 30, 2023
  • Stylized image of a person
    E. S.
    Vp - Director Retirement Plan Services, Sr. Strategist
    Phone icon
    Apr 11, 2024
  • Stylized image of a person
    M. H.
    Assistant Wealth Manager
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    Oct 22, 2024
  • Stylized image of a person
    S. K.
    Manager
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    Oct 22, 2024
  • Stylized image of a person
    G. F.
    Financial Planner
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    Oct 18, 2024
  • Stylized image of a person
    J. R.
    Wealth Advisor
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    Oct 16, 2024
  • Stylized image of a person
    J. C.
    Network Administrator
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    Feb 06, 2024
  • Stylized image of a person
    M. L.
    Associate Wealth Advisor
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    Oct 21, 2024

Frequently Asked Questions

What is Budros, Ruhlin & Roe known for?

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Budros, Ruhlin & Roe was founded in 1979 operates in the Financial Services industry. The company's main headquarters is located in 1801 Watermark Drive, Suite 300; you can contact the main corporate office by phone at . Explore Budros, Ruhlin & Roe's company overview page for more information.

What is Budros, Ruhlin & Roe's most common email format?

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Budros, Ruhlin & Roe employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Budros, Ruhlin & Roe email formats with LeadIQ.

How many employees does Budros, Ruhlin & Roe have currently?

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Budros, Ruhlin & Roe has approximately 60 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Budros, Ruhlin & Roe's key employees and leadership?

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As of January 2026, Budros, Ruhlin & Roe's key employees include:

  • Vp - Director Retirement Plan Services, Sr. Strategist: E. S.
  • Principal And Chief Investment Officer: D. R.
  • Chairman: J. B.
  • Assistant Wealth Manager: M. H.
  • Manager: S. K.

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