Ronald Olson, Inc.

R.O.I. is a fee-only (no commission) wealth management, financial planning firm based in Lehi, Utah with a convenient satellite office in Orem better serving the surrounding cities of Lindon, Pleasant Grove, Provo, etc. R.O.I.'s financial advisors are CFP(R) Professionals and members of NAPFA. R.O.I. has been providing it's main services of active wealth management, comprehensive financial planning, and active retirement planning for over 25 years to clients. R.O.I. has a very enviable long term investment advisory track record spanning through periods of both bull and bear markets. In an ever changing world R.O.I.'s clients have found comfort in R.O.I.'s consistency. R.O.I. is an acronym for Return on Investment and Ronald Olson, Inc.  

R.O.I.'s objective is to help clients most effectively and efficiently meet their financial goals!

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

2901 W. Blue Grass Blvd, Suite # 200-99 Lehi, UT 84043 Phone: (801) 785-3254 Fax: (801) 785-3244

Primary Office

2901 W. Blue Grass Blvd, Suite # 200-99 Lehi, UT 84043 Phone: (801) 785-3254 Fax: (801) 785-3244