Ronald Olson, Inc. (R.O.I.)

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About

We are providing comprehensive financial planning and active investment management on a fee-only basis. We are certified financial planners and members of NAPFA (The National Association of Personal Financial Advisors). My main objective is to help you most effectively and efficiently meet your finanical goals. I would love to sit down and tell you all about our services, my background, what motivates me and how I am compensated so you can get a good feel if we would be a good match for your particular situation. Let me know if you'd like to schedule a no cost no obligaiton meeting, thanks!

Overview

Serves Lehi, UT

Background checked

2 employees

34 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Cash, Check, and Venmo.

Social media

Facebook

Services offered

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Work location

My customers travel to me

I travel to my customers

I work remotely (phone or internet)

Projects and media

Reviews

Excellent 4.9

14 reviews

5

93%

4

7%

3

0%

2

0%

1

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Read reviews that mention:

Jennifer S.

Jul 25, 2017

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From Google

We have been working with Ben and Grant at R.O.I. for several years. When we began meeting with them, they put together a financial plan for our specific financial situation. Now, a few years later, it is exciting to see our plan working and our consistent progress toward our goals. We have been extremely happy with the professionalism, knowledge and personal attention from R.O.I. Knowing we have them watching out for us helps us feel peaceful about our financial future.

Barbara M.

Aug 1, 2017

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From Google

Dan B.

Jul 24, 2017

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From Google

We have had fifteen years of consistently positive experience in a trusted relationship with ROI managing our retirement funds.Our returns have met and exceeded expectations during the good times, and our assets have been reasonably and well protected during the down times as far as we could expect.

Warren H.

Jul 24, 2017

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From Google

Blake W.

Jul 24, 2017

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From Google

I appreciate the ongoing work done on our behalf. Our accounts are carefully monitored and adjustments are made to ensure ongoing progress and profits in a volatile market. They also work hard to mitigate downswings. They communicate well with us as clients.

Credentials

Background Check

Joseph Olson

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
We are a fee only firm that is compensated on a % of assets managed. The overall % declines as the portfolio (assets being managed) grows. This fee is the only compensation R.O.I. recieves. This compensation method helps align both client and advisor's interests.
What is your typical process for working with a new customer?
First, schedule a no cost no obligation propective client appointment where we cleary discuss with the potential client our services, background, compensation, etc. In this meeting the potential client shares their situation including goals and what they are looking to achieve. Next, if a business relationship makes sense on both sides the proper documentation and information is filled and out and provided. It is a very easy relationship to start and terminate.
What education and/or training do you have that relates to your work?
Bachelors in Business Management, MBA, and CFP®. My Partner has a MAC, has been a CPA, and CFP®. I am a member of NAPFA an Association for Fee-Only Advisors. I Have decades of experience working in the Financial Planning/Investment Advisory Industry!

Ronald Olson, Inc. (R.O.I.)

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