GROW - Seeded By Budros Ruhlin Roe

Built to Grow

GROW with Budros, Ruhlin & Roe provides structure for high-income earners in their 20s, 30s and 40s. Turn your uncertainty into discipline and confidence in your financial future and GROW with us.

About Us

Investment selection, employer benefits, insurance needs, estate documents and other financial decisions can be confusing. Let our 40 years of experience in financial planning and investment management guide you in your decisions.

Family income can be allocated towards increasing lifestyle, paying down debt, saving for retirement and saving for other goals. However, uncertainty about how to allocate family income can cause indecisiveness and lack of action. We can help.

If you worry about getting sold a financial product or idea that isn't in your best interest, our fee-only, independently owned firm is right for you. 

What We Do

We work with high earning individuals, couples and families in their 20’s, 30’s and 40’s to help them set a solid financial foundation from which they can GROW.

Our Services

Laptop with screenshot of account history

Technology

Our industry-leading online tools provide you with 24/7 access to all aspects of your financial lives.

Learn more about our technology

Transparent Pricing

What you see is what you pay.

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$1,000 Entry Fee

One-time start up fee.

$300 Monthly Fee

Recurring services fee.

85 Basis Points* (0.85%)

Annual Assets Under Management (AUM) fee.

Case Studies

During your lifetime, you’ll be faced with many financial choices. Learn how the choices you make today can impact your financial future.

Case One

Three friends started saving for retirement at different points in their lives. Michael started to save in his mid-twenties, Jennifer started in her mid-thirties and Sam didn’t start until his mid-forties. Read more to see the impact delaying your savings can have on your investment assets at retirement.

Case Two

Sarah and Steven both graduated with $100,000 of student loan debt at an average interest rate of 8%. They both decided they want to payoff their student loans within 10 years. Steven decides to refinance his student loans. Sarah decides to maintain her student loans as-is. See the impact of Steven refinancing his student loans.

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Interested in learning more about GROW with Budros, Ruhlin & Roe? Answer a couple of questions about yourself to connect.

Learn More

Budros, Ruhlin & Roe, Inc. (“Company”) is an SEC registered investment adviser located in Columbus, Ohio. Company and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Company maintains clients. Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Company’s web site on the Internet should not be construed by any consumer and/or prospective client as Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Company with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Company, please contact the SEC or the state securities regulators for those states in which Company maintains a notice filing. A copy of Company’s current written disclosure statement discussing Company’s business operations, services, and fees is available from Company upon written request. Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Company web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Company), will be profitable or equal any historical performance level(s).

Certain portions of Company’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Company (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Company, or from any other investment professional. Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Company’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Company, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Company’s web site, to release and hold harmless Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Company.

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