Budros Ruhlin Roe



What We Do

The most satisfying part of our work comes from knowing that our clients are living, working and creating the life they choose. We take our responsibility as their financial partner very seriously. Our services include:

Wealth Management, which may include:
  • Financial Independence/Retirement Planning and Modeling
  • Risk Management and Asset Protection Strategies
  • Tax Planning
  • Education Funding
  • Estate Planning and Wealth Transfer Strategies
  • Philanthropic Planning and Strategies
  • Investment Policy Statement Development
  • Asset Allocation and Portfolio Restructuring
  • Portfolio Management and Reporting
Investment/Portfolio Management, which includes:
  • Investment Policy Statement Development
  • Asset Allocation and Portfolio Restructuring
  • Portfolio Management and Reporting
Fiduciary Services - TrustServ®, which may include:
  • Investment/Portfolio Management
  • Tax Planning
  • Beneficiary Representation and Distribution Planning













If They're Not a CFP® Pro, You Just Don't Know.
A Fake Financial Firm,  a Man with zero financial experience and six hidden cameras.
See what happens »