10 Budros Ruhlin & Roe Professionals Named Five Star Wealth Managers by Five Star Professional
COLUMBUS, Ohio--(BUSINESS WIRE)--Sep 18, 2018--Budros, Ruhlin & Roe, Inc., one of the nation’s leading independent wealth management firms with over $2.6 billion in assets under management and advisement, announces 10 wealth and investment management professionals have been named Five Star Wealth Managers by Five Star Professional.
Aaron Armstrong, CFP®, CFA, Danny Due, CFP®, CAP®, Andrea Ellis, CFP®, Amy Kelly, CFP®, CDFA®, Scott Kidwell, CFP®, Michael Kline, CFP®, Jessica Lee, John McHugh, CPA, CFP®, CAP®, Dan Roe CFP®, and John Schuman, JD, CFP® were recognized with the 2018 distinction.
To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors considered include assets under management and client retention rate. Candidates also undergo a thorough regulatory and compliance review.
“We are thrilled to add two more professionals to our growing list of Five Star Wealth Managers. Out of over 1,000 Columbus-area wealth managers considered, only 67 were awarded the distinction, so our firm’s professionals comprise 15 percent of the list. This is a testament of our commitment to provide our clients with the highest level of financial planning and investment management services,” said Peggy Ruhlin, Chief Executive Officer of Budros, Ruhlin & Roe.
Five Star Professional will publish a magazine announcing all Five Star Professionals in October.
About Budros, Ruhlin & Roe Inc.
Budros, Ruhlin & Roe, Inc. (“BRR”) is a fee-only, SEC registered investment adviser, located in Columbus, Ohio. BRR operates as an 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.
Five Star Professional Disclosure:
The Five Star Wealth Manager award is administered by Crescendo Business Services, LLC (dba Five Star Professional). Award candidates were evaluated against 10 objective eligibility and evaluation criteria such as: client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. 1,165 Columbus area wealth managers were considered for the award; 67 (6 percent of candidates) were named 2018 Five Star Wealth Managers. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com. For additional disclosure information, please go to: https://www.fivestarprofessional.com/wmdisclosures/COLWM18
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CONTACT: Budros, Ruhlin & Roe, Inc.
Kate Oster, +1 614-481-6900
KEYWORD: UNITED STATES NORTH AMERICA OHIO
INDUSTRY KEYWORD: PROFESSIONAL SERVICES CONSULTING FINANCE LEGAL OTHER PROFESSIONAL SERVICES
SOURCE: Budros, Ruhlin & Roe, Inc.
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PUB: 09/18/2018 08:51 AM/DISC: 09/18/2018 08:51 AM