R.O.I. Wealth Management - Fee Only Financial Advisors

Name: R.O.I. Wealth Management - Fee Only Financial Advisors
Telephone: +18017853254
Rating: 5.00

Investment service 5.00(32 reviews) 2901 Bluegrass Blvd Suite # 200-99, Lehi, UT 84043, United States

R.O.I. Wealth Management is a Utah-based fee-only financial advisory service dedicated to helping you achieve your financial goals. With over 50 years of combined experience, our expert team provides personalized investment and wealth management strategies. We are committed to acting in your best interests, ensuring transparency and stability in all our services.

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Services R.O.I. Wealth Management - Fee Only Financial Advisors offers

R.O.I. Wealth Management offers a range of comprehensive financial services to meet your needs:

Comprehensive Financial Planning
Cash Flow Analysis
Retirement Planning
Estate Planning
Tax Planning
Investment Management
Insurance Counseling
Business Planning

R.O.I. Wealth Management - Fee Only Financial Advisors business numbers & email addresses

Email addresses

Not available.

Phone number

+18017853254

Location & directions

Visit our offices conveniently located in Lehi and Orem, Utah. We're here to help you with all your financial planning needs.

2901 Bluegrass Blvd Suite # 200-99, Lehi, UT 84043, United States

Service hours

Wednesday	9 AM–5 PM
Thursday	9 AM–5 PM
Friday	9 AM–5 PM
Saturday	Closed
Sunday	Closed
Monday	9 AM–5 PM
Tuesday	9 AM–5 PM

R.O.I. Wealth Management - Fee Only Financial Advisors overview

R.O.I. Wealth Management is a trusted Utah-based fee-only financial advisory firm. Founded in 1992, it specializes in providing personalized and comprehensive financial planning services. Our team of certified professionals uses a client-first approach to ensure your financial success with a commitment to long-term stability.

Send letters & parcels

To send letters or parcels to R.O.I. Wealth Management, use our physical addresses in Lehi or Orem, Utah. We ensure that all correspondence is handled with care and attention, providing a seamless communication experience.

Send a resume or CV

If you're interested in joining our team, you can send your resume or CV to our office addresses in Lehi or Orem. We welcome skilled professionals who are passionate about helping clients achieve their financial goals.

Business highlights

Family-owned and operated since 1992
Over 80 million under management
Fee-only financial advisors with NAPFA membership

Accepted payment methods

Credit CardBank TransferACH Payment

Customer experiences

Customers appreciate the personalized service and long-term stability provided by R.O.I. Wealth Management. Many have shared their positive experiences and success stories with us. We invite you to share your experience with our firm and help others make informed financial decisions.

JoDee H

ROI has proved to be a trusted partner in our investment management. They are professional, knowledgeable, and honest. Working with them has helped us become confident in our future.

Tonnie Killpack

ROI have been managing a significant portion of my family's investment portfolio for greater than 10 years. The returns that they have provided have been solid - significantly better than prior portfolio managers that we have used. I appreciate their personal and professional approach. I have a clear understanding of their investing approach. They are transparent with the details of my portfolio, and with changes they make with the changes in the markets. We have been well satisfied.

N Gale

ROI Wealth Management has handled our investments for many years. We trust them completely. They keep us well informed with what is happening in the financial markets and conditions in the world that could affect our finances and investments. Ben and Grant has become trusted friends. We are grateful for the services they provide for us. We highly recommend them.

Richard Cooper

Grant and the people at ROI do a great job. Always there to answer questions. Let you know what their perspective is for the year. Great people to work with I would definitly recommend them.