R.O.I. Wealth Management - Fee Only Financial Advisors

Matthew Kenison 

on Google

2 weeks ago

Grant and Ben are both incredible! We've worked with them for several years and have family members that have been working with them for much longer. They are both very knowledgable on the market and great with noticing trends in the market. They all inform us well of possible market changes and update us accordingly. I've asked them all sorts of questions about finances, especially when switching a job and they've been incredible and providing great advice for setting up 401k plans through my work to get the best out of wha... read more

John Call 

on Google

3 weeks ago

My wife and I have been very happy with Ben and Grant for the last 6 years. They keep us updated on the conditions affecting the market and our accounts. They are very knowledgable without being pretentious. My wife appreciates their calm demeanor and concern for the well-being of our family. We look forward to many more years of their support in attaining our financial goals. 

JoDee H 

on Google

8 months ago

ROI has proved to be a trusted partner in our investment management. They are professional, knowledgeable, and honest. Working with them has helped us become confident in our future. 

Tonnie Killpack 

on Google

2 years ago

ROI have been managing a significant portion of my family's investment portfolio for greater than 10 years. The returns that they have provided have been solid - significantly better than prior portfolio managers that we have used. I appreciate their personal and professional approach. I have a clear understanding of their investing approach. They are transparent with the details of my portfolio, and with changes they make with the changes in the markets. We have been well satisfied. 

D M 

on Google

3 years ago

I have worked with Ben, Grant and Ron for my retirement saving needs for about 20 years now. They have been absolutely awesome to work with. After seeing that my IRA’s with ROI consistently outperformed my company’s 401k accounts, I eventually transferred all my funds to ROI and have never looked back. I have since moved out of Utah for a new job, but as always, they still keep me in the loop with great advice and recommendations. There is no comparison to the level of support the have when it comes to personal attention... read more