R.O.I. Wealth Management Employee Directory

Q: What is R.O.I. Wealth Management known for?

R.O.I. Wealth Management was founded in 1992. R.O.I. Wealth Management operates in the Investment Management industry.

Q: How many employees does R.O.I. Wealth Management have currently?

R.O.I. Wealth Management has approximately 3 employees.

Investment ManagementUtah, United States2-10 Employees

R.O.I. is a financial planning, investment advisory company that provides comprehensive financial planning and active investment management on a fee-only (no commissions) basis. R.O.I. was orignailly located in Lindon, Utah and was established there in 1992. R.O.I. now has offices in Lehi and Orem Utah. R.O.I.'s planners and advisors are members of the National Association of Personal FInancial Advisors (NAPFA) and are Certified Financial Planner recipients.

Find R.O.I. Wealth Management employees' phone numbers or email addresses

R.O.I. Wealth Management Global Highlights

North America
7

United States Of America
7

R.O.I. Wealth Management's Leadership

G. O.
President
Mobile Phone
Email
R. O.
Wealth Manager
Mobile Phone
Email
B. O.
Financial Planner/Investment Advisor
Mobile Phone
Email

Contact profiles from R.O.I. Wealth Management

Name

Title

Contact Info

Location

Last Update

G. O.
President
Mobile Phone
Email
United StatesUtah
Sep 09, 2025
R. O.
Wealth Manager
Mobile Phone
Email
United StatesUtah
Oct 16, 2024
B. O.
Financial Planner/Investment Advisor
Mobile Phone
Email
United StatesUtah
Oct 20, 2025

Frequently Asked Questions

What is R.O.I. Wealth Management known for?

R.O.I. Wealth Management was founded in 1992 operates in the Investment Management industry. The company's main headquarters is located in 2901 West Bluegrass Boulevard, Suite #200-99. Explore R.O.I. Wealth Management's company overview page for more information.

What is R.O.I. Wealth Management's most common email format?

R.O.I. Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more R.O.I. Wealth Management email formats with LeadIQ.

How many employees does R.O.I. Wealth Management have currently?

R.O.I. Wealth Management has approximately 3 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are R.O.I. Wealth Management's key employees and leadership?

As of December 2025, R.O.I. Wealth Management's key employees include:

President: G. O.
Wealth Manager: R. O.
Financial Planner/Investment Advisor: B. O.

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