Budros Ruhlin Roe

Budros Ruhlin & Roe Selected as One of The Most Dependable™ Wealth Managers for Women in the U.S.


Budros Ruhlin & Roe, Inc. Selected as One of The Most Dependable™ Wealth Managers for Women in the U.S.

COLUMBUS, OH (August, 2008) - Budros Ruhlin & Roe, Inc. has been selected by Goldline Research as one of The Most Dependable™ Wealth Managers for Women in the United States for 2008. The list of The Most Dependable™ Wealth Managers for Women appeared in Forbes magazine.

“Research tells us that by 2010 the amount of wealth controlled by women will hit more than $22 trillion and in that time women will hold half the Fortune 500’s top 20 jobs. We recognize the changing role of wealth in women’s lives and our fee-only structure allows us to focus on the relationship that is so important to women. Our female clients seem to appreciate the fact that we don’t sell products; we just offer the best thinking of all of our experienced professionals. This assures them we offer unbiased advice with only their best interests in mind. The fact that we’re consistently recognized as a top financial planning and wealth management firm tells me this is the right way to go,” said Peggy Ruhlin, a firm principal.

The firm was selected from of a field of more than 856 Wealth Managers. “Budros, Ruhlin, & Roe truly distinguished itself during our evaluation of the industry,” said Allen Scott, research director, Goldline Research. “The firm met or exceeded every expectation we have for holistic, client-centric firms.”

Budros, Ruhlin, & Roe, Inc. was able to differentiate itself in a candidate pool with an average client to advisor ratio of one advisor for every sixty-four clients, median assets under management of $3.28 Million and an average of 25 years of experience among the firm principals. Mr. Scott further elaborated, stating that Budros, Ruhlin, & Roe stood apart from the other candidates that were evaluated because of the strength of their client references.

“Our firm has always been about attracting the best and the brightest minds in the financial advisory field; that’s certainly a key to our success. More importantly, it’s the consistent communication and the personal relationships. Many of our client relationships span 30 years. That’s when you know you’re doing something well,” said Dan Roe, another principal.

Goldline Research is a third-party, independent research firm specializing in evaluating professional services firms. Goldline Research undertakes an extensive, in-depth research process to review all qualified companies in a respective area. Its proprietary research process includes individual company interviews and quantitative analysis of key company data, as well as customer reference checks to confirm high levels of customer service. Those companies that ultimately earn Goldline Research’s Most Dependable™ designation demonstrate a commitment to service unparalleled in their industry.

About Budros, Ruhlin & Roe, Inc.

Budros, Ruhlin, & Roe is a fee-only wealth management firm based in Columbus, Ohio. With $1.4 billion in assets under management, it is the largest independent advisory firm in its category in the Central Ohio market. Since its inception in 1979, the firm has helped clients achieve financial security and success using its unique wealth planning process and globally diversified investment strategy.  It is consistently named to the most respected top financial advisors lists published by numerous sources throughout the U.S.