Who we are

In 2021, our predecessor firm, Budros, Ruhlin & Roe, became a partner firm of CI Private Wealth. CI is a permanent strategic partner who is committed to investing in our business, while enabling us to amplify the essence of who we are. Through our collective expertise and experience, clients have access to exclusive strategies and world-class advice in trust services, tax services, wealth transfer, bill pay and alternative investments, just to name a few.

We focus on you

At CI Budros Ruhlin Roe, we’re passionate about helping busy people solve complex financial situations throughout their lives. As a fee-only fiduciary, we ensure we are always working in our clients’ best interests. And we think ahead for you, focusing on getting you and your family in a confident financial position that provides peace of mind. And through our clear and transparent fee structure, you can easily understand the value of our objective advice.
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We invest in our community

We deeply care about our community. We live here. We work here. We raise our families here. That’s why our team devotes service hours and financial support to many worthy causes. In fact, our remarkable women and men demonstrate their commitment to equality and diversity by participating in leadership programs, speaking to women’s groups, being community advocates and volunteering in a wide range of programs. Through the years we’ve been on the boards of dozens of local, nonprofit organizations, and we continue to give in order to uplift others and to help ensure Columbus remains the best place to live, work, and play.

People holding a giant check

Honor Flight Columbus

This nonprofit organization is dedicated to honoring America’s veterans from WWII through the Vietnam War with an expense-paid trip to Washington DC to visit their service and war memorials. Through our silent auction baskets and other fundraising efforts, we were able to send several veterans on the trip and were able to escort them through the experience.

A man carrying a trolley with a lot of boxes

Huck House

Our Fall Community Event was raising money and awareness for the Huckleberry House. The charity serves Central Ohio’s youth and families dealing with some of the most difficult hardships like abuse, violence, neglect, poverty, and homelessness. We held a raffle, cookoff, and other events to help provide financial assistance and necessities for the Huck House.

A group of people posing for a photo

Dreams on Horseback

CI Budros Ruhlin Roe associates spent a day of service at Dreams on Horseback, a nonprofit that helps people with challenges improve their lives through horse-partnered learning experiences and education. Teams worked to clean the barn, scrub stalls, clear trails, and seal wooden mounting blocks.

People posing for a photo with gift boxes

Salvation Army

We have been an active supporter of the Salvation Army in multiple ways for many years, ranging from serving on the Board to participating annually in the Adopt-a-Family, Angel Tree, and Bell Ringing programs. The Salvation Army of Central Ohio provides year-round programs in low-income communities to help families and youth thrive.


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