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

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It’s free, with no obligation to book

Introduction: 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

License verified

2 employees

32 years in business

Payment methods

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

Social media

Facebook

Featured Projects

5 photos

Reviews

Excellent 4.9

10 reviews

5

90%

4

10%

3

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Read reviews that mention:

Thumbtack Customer

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.

Thumbtack Customer

Jul 24, 2017

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From Google

Grant and Ben have been incredible advisors to guide us to a better understanding of our financial situation and help us plan for retirement. We can recommend them without any reservations.

Thumbtack Customer

Jul 24, 2017

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From Google

I have worked with ROI for over 20 years and have always found them to be easy to work with, well informed about the financial matters, and on the cutting edge of portfolio management. They have helped my portfolio grow leaps and bounds over what I was doing before by myself. They are honest and truly are vested in the success of their clients. I heartily recommend their services.

Thumbtack Customer

Jul 24, 2017

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From Google

Ben and Grant always have our family in mind when making plans and have been extremely professional in communications and in our annual reviews.It's always pleasant to speak with them and they listen and understand our needs. It's clear that our financial health is important to them and we've had good experiences working with them.

Thumbtack Customer

Jul 24, 2017

·

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.

Credentials

License

License Type: Investment Adviser Firm (UT)

License verified on 7/31/2019

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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