September 2021 Issue: Sold on a Career in Fee-Only Financial Planning-Sold on a Career in Fee-Only Financial Planning by Bridget McCrea

Sold on a Career in Fee-Only Financial Planning by Bridget McCrea

Pdf Summary

Budros, Ruhlin & Roe is a fee-only financial planning firm located in Columbus, OH. It was founded in 1979 and currently has 55 employees. The firm manages over $3.3 billion for more than 800 clients, who typically have investable assets between $2 million and $10+ million. The firm offers wealth management, investment management, retirement planning services, estate planning, and comprehensive financial planning.<br /><br />Samantha Anderson, a senior wealth manager at Budros, Ruhlin & Roe, initially planned to pursue a career in athletic training but discovered her passion for financial planning during college. She joined the firm after graduation and was attracted to the fee-only model because it allowed her to focus on planning without the pressure of sales.<br /><br />The firm's investment approach combines individual stocks and bonds, institutional funds and ETFs, separate accounts, and select private investments. They strive to create personalized portfolio strategies that align with each client's goals and risk tolerance.<br /><br />During the COVID-19 pandemic, Budros, Ruhlin & Roe implemented technology solutions to continue serving clients virtually. They produced webinars on various financial topics and utilized Microsoft Teams for collaborative meetings and presentations. They also use eMoney financial planning software to provide clients with easy access to their portfolios and make real-time adjustments.<br /><br />Anderson is actively involved in promoting diversity and gender equality in the financial planning profession. She co-chaired the NAPFA Women's Initiative and is a member of the NAPFA Women's Initiative Committee. The firm offers scholarship programs to attract more women and minority students to the fee-only profession.<br /><br />Overall, Budros, Ruhlin & Roe is dedicated to providing unbiased financial planning services and fostering a diverse and inclusive industry. They strive to educate clients and empower them to make informed financial decisions.

Keywords

Budros, Ruhlin & Roe

fee-only financial planning

Columbus, OH

investment management

retirement planning

estate planning

comprehensive financial planning

Samantha Anderson

diversity

NAPFA Women's Initiative