Financial Services - Consulting, Planning, Investment MgmtWealth Management

About Us

Budros, Ruhlin & Roe has been helping very busy people solve complex financial issues through every stage of life for over 40 years.

Wealth Management clients can benefit from customized advice on financial aspects including retirement planning, cash flow planning, debt management, wealth transfer, philanthropic planning, insurance planning, investment management, tax and estate planning and generational education planning. Our Investment Management Team partners with each client to build a personalized solution and then follows a disciplined approach to guide portfolios through changing market conditions. Business owners and plan sponsors look to our Retirement Plan Services team for corporate retirement plan design, investment menu selections, participant education and ongoing plan monitoring. We also help high-income earners turn uncertainty around accumulating wealth into discipline and confidence through our GROW with BRR program.

The BRR difference is strong client relationships that persist over generations, thoughtful and rigorous financial planning, and disciplined portfolio strategies that help clients meet their goals through the changing economic and market environments.

Rep/Contact Info

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Jamie Bond
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Isaiah Stidham
Partner, Senior Wealth Manager, Business Succession Lead

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