OHIO-BASED BUDROS, RUHLIN & ROE CIO NAMED A BARRON’S TOP 100 ADVISOR
FOR IMMEDIATE RELEASE
OHIO-BASED BUDROS, RUHLIN & ROE CIO ONCE AGAIN NAMED A BARRON’S TOP 100 ADVISOR
For the second year in a row, Daniel Roe named to elite list identifying the nation’s top independent financial advisors
COLUMBUS, Ohio – (Sept.14, 2016) – For the second year in a row, Daniel Roe, chief investment officer for Columbus-based, Budros, Ruhlin & Roe, was named to Barron’s 2016 list of the Top 100 Independent Wealth Advisors in the United States. The list is determined by the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.
Roe joined Budros, Ruhlin & Roe in 1996 and is a Certified Financial Planner®. He has been in the financial services industry for more than 25 years.
“It is an honor to be named in Barron’s Top 100 list for the second year,” said Roe. “This recognition is a direct reflection of Budros, Ruhlin & Roe’s steadfast commitment to helping our clients continually achieve their investment management and financial planning goals.”
Roe said his firm sets itself apart through disciplined strategies designed to help clients navigate the various emotions of the stock market.
“Meeting with clients is the part of our business that I truly enjoy most,” Roe said. “I am directly involved in the strategy of each portfolio, which plays an important part of helping clients meet their goals.”
Roe has also been named one of "The 150 Best Financial Advisers for Doctors" on Medical Economics' exclusive list. He has been profiled and widely quoted in The Wall Street Journal and featured in Morningstar Advisor Magazine.
Editor’s Note: Participants were chosen as America's top independent financial advisors, as identified by Barron's, through a ranking that reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. A ranking of "N" denotes an advisor who is new to the list. Neither the RIA firms nor their employees pay a fee to Barron’s in exchange for inclusion in the Top 100.
About Budros Ruhlin & Roe
Budros, Ruhlin & Roe is a fee-only wealth management firm based in Columbus, Ohio. With approximately $2.2 billion in assets under management, it is the largest independent advisory firm in its category in Central Ohio. Since its inception in 1979, the firm has helped clients achieve financial security and success using its unique wealth building process and globally diversified investment strategy. It is consistently named to the most respected top financial advisors lists published by numerous sources, including Worth magazine, Bloomberg Wealth Manager magazine and Goldline Research, which publishes its rankings in Forbes.