R.O.I. Wealth Management - Fee Only Financial Advisors 2901 Bluegrass Boulevard, Lehi, UT 84043

R.O.I. Wealth Management is a fee-only financial advisory institution located at 2901 Bluegrass Boulevard in Lehi, Utah, United States. Our team of experienced wealth advisors is dedicated to helping individuals and families achieve their financial goals, whether they are nearing retirement or just starting out with $40k in investable assets. Unlike most financial planners who earn commissions on products they sell, R.O.I. is compensated solely through a small fee based on the portion of your portfolio we actively manage, ensuring our interests are aligned with yours.

As members of the National Association of Personal Financial Advisors (NAPFA), our advisors are committed to working in the best interests of our clients. With over 50 years of combined investment management experience, we actively monitor and adjust your investments to help you meet your financial goals and navigate changing market conditions.

Since 1992, R.O.I. has provided comprehensive financial planning and active investment advisory services. Our founder, Ron Olson, successfully transitioned the business to his sons, Grant and Ben Olson, making it a successful second-generation, family-owned and operated firm. With a long history of stability and accessibility, our "family managed, office in the home" business model allows us to provide attentive and comprehensive service at competitive costs.

Grant and Ben Olson have both grown up in the business, learning the ins and outs of financial planning and investment advisory from a young age. Grant holds a Bachelor's Degree in Business Management, a Master's Degree in Business Administration, and is a CERTIFIED FINANCIAL PLANNER™ Certificant. Ben holds a Bachelor's Degree in Accounting, a Master's Degree in Accounting, is a Licensed Certified Public Accountant (CPA), and is also a CERTIFIED FINANCIAL PLANNER™ Professional.

At R.O.I. Wealth Management, we believe in long-term, conservative investment strategies that aim to participate in market upswings while minimizing downswings. Our goal is to help you achieve your financial goals and protect you from obstacles such as fear and greed. Contact us today to learn why our first clients are still with us after more than two and a half decades.