ROI Wealth Management is a Utah-based financial planning firm that stands out for its fee-only structure, ensuring that advisors are compensated solely through a small percentage of actively managed portfolios. With over 50 years of combined investment management experience, ROI actively adjusts investments to help clients meet their financial goals and navigate changing market conditions.
Founded in 1992, ROI is a second-generation, family-owned firm led by Grant and Ben Olson, who provide comprehensive financial planning and active investment advisory services. With a focus on long-term, conservative strategies, ROI aims to help clients achieve their financial objectives while minimizing risks and maximizing returns.
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