Budros Ruhlin Roe

Who We Are

Budros, Ruhlin & Roe, Inc. is an independently-owned, fee-only wealth management and investment advisory firm based in Columbus, Ohio.

With more than $1 billion in assets under management, it is ranked #1 among fee-only financial planning firms in Central Ohio1. Although based in the Midwest, the firm is consistently recognized as one of the top independent fee-only wealth management firms in the U.S.2

Many respected sources of financial advice have recognized Budros, Ruhlin & Roe or its principals for their accomplishments, including:
  • Forbes
  • Fortune
  • Wealth Manager magazine
  • Barron’s
  • The Wall Street Journal
  • The New York Times
  • USA Today
  • Worth magazine
  • US News & World Report
  • Medical Economics
1"The List: Financial Planners – fee-only,” Columbus Business First, November 14, 2008.
2 "Top Dogs," Wealth Manager magazine, July-August, 2008;
  "Third Annual RIA Survey," Financial Advisor magazine, July, 2008.

James Budros
Peggy Ruhlin
Chief Executive Officer
Dan Roe
Chief Investment Officer
John Schuman
Chief Planning Officer
Gary Marcinick
Executive Vice President