Retire Smarter. Live Better.
Trusted Fee-Only Fiduciary Advisors Serving Utah Since 1992
Whether you're preparing for retirement or just beginning your financial journey, ROI Wealth Management helps you create a personalized plan to grow wealth, reduce risk, and protect what matters most.
We’re a second-generation, family-owned financial planning firm that works with clients at every stage—whether you’re a young family with $40K in investable assets or a couple planning your legacy. As fee-only fiduciaries and CERTIFIED FINANCIAL PLANNER™ professionals, we offer conflict-free advice with no commissions, no product sales, and no pressure.
Start With a Free Portfolio Review +
Your Personal Retirement Roadmap
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1:1 consultation with a fiduciary advisor
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Deep-dive review of your portfolio and retirement readiness
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Expert advice tailored to help you save more, grow faster, and retire with confidence
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Insights across tax, estate, insurance, and investment planning
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Stay with us for a year and receive a $200 credit toward your financial planning fee
WHAT MAKES R.O.I. WEALTH MANAGEMENT DIFFERENT?
We don’t just manage money—we guide people through life’s most important financial decisions.
100% Fee-Only.
100% Fiduciary. Always.
Unlike many advisors who earn commissions from selling products like annuities or mutual funds, ROI Wealth Management operates on a strict fee-only model. That means no hidden incentives. No product pushing. Just transparent, conflict-free advice tailored to your goals.
We’re proud members of NAPFA, the nation’s leading association for fee-only financial advisors. As fiduciaries, we are legally and ethically bound to act in your best interest—and we wouldn’t have it any other way.
Active, Personalized Portfolio Management
Markets shift. Tax laws change. Life happens. That’s why we don’t take a set-it-and-forget-it approach. We bring over 50 years of combined experience and the industry’s top tools to actively monitor, rebalance, and adapt your portfolio as conditions evolve—so you’re always
prepared.
Our strategies are built not only on performance—but on behavioral coaching, helping clients avoid emotional missteps that can derail long-term success.
2nd-Generation Stability with a Personal Touch
We’re a family-owned firm that’s been serving Utah families since 1992—and we still work with many of our very first clients. As a second-generation team, we believe in building multi-generational relationships, not transactions.
Ben holds a Master’s in Accounting (MAC), is a CFP® and former CPA, and is an Eagle Scout.
Grant holds an MBA, is also a CFP®, and an Eagle Scout—a shared badge of values like integrity, service, and commitment.
Both bring deep expertise, calm guidance, and decades of real-world financial planning experience.
Mike R., Client
“ROI Helped us fix our biggest retirement mistake and gave us our freedom back.."
George L., Client
"ROI Helped us stay calm during the market crash. Now we're retiring with more than we imagined."
The Anderson Family,
Multi-Generational Clients
"ROI taught us how to grow wealth and how to pass it on."
Whether you’re just getting started or planning your legacy, we’re here to walk with you—to and through retirement—with the trust, experience, and integrity you deserve.
OUR SERVICES
Comprehensive, personalized financial planning built for your life, your goals, and your legacy.
Comprehensive Financial Planning
We don’t sell products—we build long-term strategies to help you make smarter decisions at every stage of life. Our financial planning services are designed to give you clarity, confidence, and control.
What’s included:
● Cash Flow Planning – Understand how money moves in and out of your life
● Tax Strategy – Align your finances with current laws to reduce your tax burden
● Education Planning – Plan for your children’s or grandchildren’s futures
● Retirement Readiness – Know what you’ll need and how to get there
● Risk Management – Plan for unexpected death, disability, or long-term care
● Estate Planning – Ensure your legacy passes on smoothly and strategically
We also provide monthly education and updates through our in-house newsletter—keeping you informed, empowered, and in control.
Active, Long-Term Investment Management
We believe smart investing starts with a clear goal—not a hot stock tip. Our investment management is customized, disciplined, and focused on protecting and growing your wealth over time.
● We align your portfolio to your life stage, income needs, and risk tolerance
● We monitor and adjust allocations based on market conditions and your goals
● We don’t try to “time the market” — we believe in a patient, long-term strategy
● Our approach helps you participate in gains and reduce exposure to volatility
You won’t find speculative trading or high-risk gimmicks here—just thoughtful, research-backed strategies designed to build wealth and minimize stress.
Strategic Consulting & Coordination
Your financial plan should work across every aspect of your life—not in silos. That’s why we partner with you (and your attorneys, CPAs, and other professionals when needed) to ensure your plan is fully integrated and implemented.
We consult on:
● Business planning and succession
● Equity compensation and stock options
● Asset protection strategies
● Multi-generational planning
● Retirement and income tax strategy
Insurance & Protection Planning
As part of our planning process, we’ll help you identify risks and gaps that may require life, disability, or long-term care insurance. As fee-only fiduciaries, we don’t sell insurance—but we help you get the right protection without overpaying or being oversold.
MEET THE R.O.I. WEALTH MANAGEMENT TEAM
ROI Wealth Management has been delivering comprehensive financial planning and active investment advisory services since 1992. Founded by Ron Olson, the firm has grown into a thriving second-generation family business, now led by his sons, Grant and Ben Olson—both CERTIFIED FINANCIAL PLANNERTM professionals and trusted fiduciaries.
With over $85 million in assets under management and more than 170 loyal clients as of 2025, ROI continues to serve individuals and families with the same personal care and ethical integrity that defined Ron’s original vision.
Family-owned. Client-focused. Here for the long run.
Grant Olson
Co-Owner, CFP, MBA
Grant grew up in the business. At a very young age (about 14 years old), he began working in R.O.I., learning the "nuts and bolts" of the Financial Planning/Invesetment Advisory business. As part of R.O.I.'s business plan, Grant began working full time in R.O.I. during 2003 (at the age of 24) and geared his entire higher education to be a finanical planner and investment advisor, business advisor, and, owner, in R.O.I.:
-Bachelor's Degree in Business Management 2003;
-Master's Degree in Business Adminstration 2004;
-CERTIFIED FINANCIAL PLANNER™ Certificant since 2004; &,
-NAPFA Member since 2007.
Ben Olson
Co-owner, CFP, CPA
Ben grew up in the business. At a very young age (about 14 years old), he began working in R.O.I., learning the "nuts and bolts" of the Financial Planning/Investment Advisory business. As part of R.O.I.'s business plan, Ben's higher education and experience was focused on accounting and taxes to be a finanical planner and investment advisor, tax advisor, and, owner, in R.O.I.:
-Bachelor's Degree in Accounting 2001;
-Master's Degree in Accounting 2002;
-Licensed Certified Public Accountant (CPA) 2004;
-2 years practicing accounting and taxes (2003-2004);
-CERTIFIED FINANCIAL PLANNER™ Professional (2006); and,
-NAPFA Member since 2008.
CONTACT US
2901 W. Bluegrass Blvd, Suite # 200-99, Lehi, UT 84048
504 W. 800 North
Orem, UT 84057
(801) 785-3254
SMALL BY DESIGN. PERSONAL BY NATURE.
We believe bigger isn't always better. Our home-based, family-run firm intentionally operates with low overhead so we can deliver deep, one-on-one attention, high-level expertise, and competitive fees—without sacrificing service or trust.
When you call ROI, you won’t be routed through layers of staff. You’ll speak directly with Grant or Ben—every time.
No receptionists. No junior advisors. Just seasoned professionals who know your name, your goals, and your plan.
Advisor/Planner is an elite financial advisor in the Lehi, UT financial advisors directory on NestEggZone.com.
