R.O.I. Wealth Management Employee Directory
Investment ManagementUtah, United States2-10 Employees
We’re not here to sell you a product. We’re here to walk with you—to and through retirement—with a fee-only, fiduciary approach you can trust. At ROI Wealth Management, we help individuals and families confidently navigate retirement with expert financial guidance rooted in trust, transparency, and long-term relationships. Founded in 1992, ROI is a second-generation, family-owned firm based in Lehi, Utah, with satellite offices in Lindon and Orem. We are proud to be fee-only fiduciary advisors, CERTIFIED FINANCIAL PLANNER™ professionals, and members of NAPFA—the leading professional association of fee-only financial advisors. That means: No commissions. No product sales. Just conflict-free advice that always puts your interests first. ✅ What We Offer: Retirement planning & income strategies Investment management Estate & legacy planning Tax strategy & coordination Risk & insurance analysis Charitable giving guidance Multi-generational wealth planning Get a Free Portfolio Review + Your Personal Retirement Roadmap ✔ 1:1 consultation with a fiduciary advisor ✔ Deep-dive portfolio review ✔ Expert planning advice to help you save more, grow faster, and retire smarter ✔ Insights across tax, estate, insurance & investments ✔ Personalized roadmap to retire with clarity and confidence 📌 Stick with us for a full year and get a $200 credit toward your financial planning fee. 👥 Why Clients Choose ROI: We’re a family-run firm with over 30 years of stability in Utah County. Our relationships run deep—often across generations. We believe financial peace comes from clarity, education, and ongoing support. 📍 Serving clients locally in Utah and virtually across the U.S. 🌐 www.roionweb.com
1-888-653-2347 
support@leadiq.com 
