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.
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.
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
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.
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