R.O.I. Wealth Management Email Format
Investment ManagementUtah, United States2-10 Employees
R.O.I. Wealth Management operates in the investment management sector as a fiduciary, fee-only advisory firm. Founded in 1992 and based in Lehi, Utah, it remains a second-generation, family-owned business with satellite offices in Lindon and Orem. The firm commits to independent, conflict-free guidance, avoiding commissions or product sales, and it counts CERTIFIED FINANCIAL PLANNER professionals and members of NAPFA among its advisers. Its services cover retirement planning and income strategies, investment oversight, estate and legacy planning, tax coordination, risk analysis, charitable giving guidance, and multi-generational wealth planning for individuals and families. The firm serves clients locally in Utah and virtually across the United States, underscoring a focus on long-term relationships and ongoing financial guidance.