R.O.I. 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 the managed portfolio. With over 50 years of combined investment management experience, R.O.I. actively monitors and adjusts investments to help clients achieve their financial goals while protecting them from market fluctuations.
Founded in 1992, R.O.I. has provided comprehensive financial planning and active investment advisory services for over two decades. The firm, now in its second generation of family ownership, prides itself on its stability, accessibility, and personalized service, with clients benefiting from the expertise of highly educated and experienced financial planners who prioritize aligning their interests with those of their clients.
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