Budros, Ruhlin & Roe

Our firm became a partner of CI Private Wealth. CI is our strategic permanent partner, making our business better, amplifying who we are. We are not just adding their track record. Our institutions are moving in the same direction, with a long-term commitment to our partnership's success. Our combined experience and expertise allow us to offer our clients private access to elite strategies and the best advice available on topics such as trust, taxation, and wealth transfer. The Value of the CI Budros Ruhlin Roe We assist people in solving complex financial issues every day at CI Budros Ruhlin Roe. As fee-based and fiduciary financial advisers, we think about your future. We charge a fee to work for you, not to sell you anything. This obligation to work in your best interests is our promise to you. Our greatest reward is when our clients and their families establish financial security and peace of mind. You move toward a financial reality that helps you achieve your goals and sleep easier at night. See the benefits of fair, objective financial advice in our transparent fee structure. Our Community at CI Budros Ruhlin Roe We live here. We work here. We raise our children here. Our team actively participates in community service. We created a paid time off policy for service hours beyond our work, giving back to important causes. Our remarkable people, men, and women, support equality by leading, speaking in women's groups, and advocating for the community. We also volunteer in many programs. Our professionals have served on numerous nonprofit boards and will continue to give back to others to make Columbus a better place