R.O.I. Wealth Management

R.O.I. Wealth Management

5.0(2 reviews)
Offers online services
Offers online services

About

We provide active investment management and comprehensive financial planning on a fee only basis. We have been in business since 1992 a 2nd generation family owned and operated business. We have advanced training and education including Certified Financial Planner Designations and CPA. Our advisors act as fiduciaries. Our purpose is to help clients reach their financial goals more effectively and efficiently.

We enjoy helping our clients reach their financial goals effectively and efficiently.


Highlights

3 employees
32 years in business
Serves Pleasant Grove , UT
Offers online services

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Photos and videos


  • Reviews

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    PW

    Paul W.

    We have been working with ROI for several years and extended family have used them for many years beyond that. We are impressed with the professionalism, returns, communication, monthly newsletter updates, yearly financial plans, follow-up, (they do what they say and by when they say) and most of all the trust we have in them. Good returns are great, but knowing that we can trust them makes them a cut above any other financial investment firm we have worked with.
    ... Show more
    September 10, 2019

    LB

    Larry B.

    The ROI team (Ben & Grant) have been outstanding in their handling of our family financial matters and we appreciate their honesty, knowledge, and upfront manner in helping us manage our financial world.
    ... Show more
    July 11, 2019

    Frequently asked questions

    Client comes in for a free one hour no obligation presentation about our business, which includes detailed information on who we are, what we are about, what are services are, how we are compensated, etc.

    If customer wants to work with R.O.I. paperwork is filled out.

    Bachelor's Degree in Business Adminstratin, MBA, and CFP (Certified Financial Planner) Certificant 

    Declining Fee Schedule (% of assets managed) contact us for details.

    Father started the business. Grew learning the business from the ground up.

    Varying types of clients.

    Find out what motivates the client what is their background, experience, education, compentsation method, etc.

    What are your financial goals? Who can help you most effectively and efficiently achieve them?


    Services offered

    Financial Services And Planning