Financial Advisors
Lehi, UT
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.
Ideal for: Retirees and pre-retirees, high-net-worth families, multi-generational wealth planning, business owners with equity compensation, individuals seeking conflict-free fiduciary advice
Service area: Lehi, Utah and surrounding communities
100% Fee-Only, Fiduciary Model: No commissions, product sales, or hidden incentives. Legally bound to act in clients' best interests as NAPFA members with transparent, conflict-free advice.
Second-Generation Family Business: Operating since 1992 with deep roots in Utah, now led by CFP professionals Grant and Ben Olson with over 50 years of combined experience and multi-decade client relationships.
Active Portfolio Management & Behavioral Coaching: Continuously monitor and rebalance portfolios based on market conditions and life changes, using behavioral guidance to help clients avoid emotional missteps that derail long-term success.
Address: 2901 Bluegrass Blvd Suite # 200-99, Lehi, UT 84043
Phone: (801) 785-3254
Website: roionweb.com
Looking for more options?
See more Financial Advisors in Lehi →