Daniel B. Roe, CFP®
Dan Roe is the Chief Investment
Officer of Budros, Ruhlin & Roe, Inc. He is a Certified Financial Planner™ certificant
and holds a Bachelor of Science degree from Miami University in Oxford, Ohio.
Dan has been advising clients in the financial services industry for
more than 25 years. Prior to joining Budros, Ruhlin & Roe in 1996, he owned
his own fee-only wealth management practice.
In 2015, Dan was named one of Barron’s Top
100 Independent Wealth Advisors in the U.S., ranking #3 in the state of
Ohio, and was also named on their 2014 and 2016
Top Financial Advisors lists. He has
been profiled in the Wall Street Journal and Morningstar Advisor magazine, and has been featured on several widely followed websites. Dan is widely quoted in the national media, and authors Budros,
Ruhlin & Roe's quarterly Market Outlook and “5 Minutes on the Markets” multimedia
He is a member of the Investment Management Consultants Association (IMCA), the
Financial Planning Association (FPA), and the National Association of Personal
Financial Advisors (NAPFA), and is a
frequently requested speaker at professional conferences.
Dan is the current Chairman of the Investment Committee and Trustee of The
Catholic Foundation and a member of Rotary
Club of Upper Arlington (OH), and is active
with the Phi Delta Theta Walter B. Palmer Foundation and the Salvation Army of