COLUMBUS, Ohio--(BUSINESS WIRE)--For the third consecutive year, Daniel Roe, Chief Investment Officer of Columbus-based Budros, Ruhlin & Roe, earned a place on Barron’s 2017 list of the Top 100 Independent Wealth Advisors in the United States. He jumped three spots from last year to number fifty-three, and is the top ranked advisor from Central Ohio.
Roe joined Budros, Ruhlin & Roe in 1996 and is a CERTIFIED FINANCIAL PLANNER® certificant; he has been in the financial services industry for 30 years. He has been profiled in Barron’s, The Wall Street Journal and Morningstar Advisor magazine and is widely quoted in the national media and on leading financial social media sites. He also authors the firm’s Market Outlook and created the firm’s “5 Minutes on the Markets” multimedia presentations.
“It’s an honor to be named to the Barron’s Top 100 list again,” said Roe. “The recognition is truly a reflection on Budros, Ruhlin & Roe’s commitment to helping our clients achieve their wealth management goals.”
Founded in 1979, Budros, Ruhlin & Roe sets itself apart from other wealth management firms through its independent, fee-only practice and disciplined financial planning and investment strategies.
“The challenges individuals face in meeting their financial goals have only increased, but rising to these challenges is truly the part of the job I enjoy most. Our team continues to move into new areas, and strategies, all with the objective of allowing our clients to navigate these challenges successfully,” added Roe.
You may access the Barron’s Top 100 Advisors list here. Barron’s also included a special insert in the Monday, September 18, 2017 edition of the Wall Street Journal.
About Budros, Ruhlin & Roe Inc.
Budros, Ruhlin & Roe, Inc. is a Columbus, Ohio based fee-only, independent wealth management firm, serving clients in a fiduciary capacity. The company culture emphasizes excellence in all areas of financial planning and portfolio management. To learn more visit www.b-r-r.com.
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.