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

R.O.I. Wealth Management is a second-generation, family-owned fee-only financial advisory firm serving Utah since 1992. Led by CFP professionals Grant and Ben Olson, they provide comprehensive financial planning, active portfolio management, tax strategy, retirement planning, estate planning, and strategic consulting—all structured around conflict-free, fiduciary advice with no commissions or product sales. With over $85 million in assets under management and a focus on behavioral coaching and personalized guidance, they work with clients at every wealth stage, from young families starting out to multi-generational legacy planning.