Roi

R.O.I. Wealth Management is a Utah-based financial planning firm that stands out for its fee-only approach, ensuring that its advisors are not influenced by commissions. With over 50 years of combined investment management experience, R.O.I. actively monitors and adjusts clients' portfolios to help them achieve their financial goals while protecting them from market fluctuations. The family-owned and operated firm, established in 1992, prides itself on its stability, accessibility, and comprehensive service provided by highly educated and experienced financial planners.

Committed to working in the best interests of their clients, R.O.I.'s team of advisors, including second-generation owners Grant and Ben Olson, offers comprehensive financial planning services that cover various aspects such as cash flow, taxes, retirement, and estate planning. By providing personalized and conservative investment strategies, R.O.I. aims to participate in market upswings while minimizing exposure to downswings. With a focus on long-term stability and attentive service, R.O.I. has built a loyal client base and manages over $80 million in assets.

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