GROW - Seeded By Budros Ruhlin Roe

ABOUT

Grow with Budros, Ruhlin & Roe specializes in working with high earning individuals, couples and families in their 20's, 30's and 40's. Our goal is to educate and guide you in building a solid financial foundation.

MEETING YOUR NEEDS

With GROW, you leverage the experience and expertise of Budros Ruhlin & Roe, Central Ohio's largest independent, fee-only Registered Investment Adviser (RIA). During our forty-year history, clients have often told us that they wished they would have started working with a financial planner earlier in their careers. We saw this as an opportunity to help individuals, couples and families who are at the cusp of making major financial decisions such as buying a house, starting a family, paying down student loan debt, saving for children's education and saving for retirement. Our goal is to provide education and guidance to help clients meet their financial goals, hopefully introducing each client to their own vision of financial success.

Learn More

Kevin Wuebker, CFP®

Kevin Wuebker, CFP®

Senior Wealth Manager

Kevin is very passionate about helping professionals get started on the right foot when it comes to making informed financial decisions and planning for the future. He began his career with Budros, Ruhlin & Roe, Inc. in 2007 as an intern. From 2007 to 2019, he worked on one of the f... View Biography

Learn More

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

Learn More
GROW With Budros Ruhlin Roe logo

Blog

Federal Student Loan Payment Relief During the Pandemic

The Coronavirus Aid, Relief and Economic Security (CARES) Act was created to provide financial relief for people impacted by COVID-19.  If you have federal student loans, you are eligible for payment relief and 0% interest through the end of September. Read more to see what loans were impacted.

Read 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.

ADV Part 2A & 2B

© 2020 GROW With Budros, Ruhlin & Roe, Inc.
All rights reserved.

Site by m2