What departments does R.O.I. Wealth Management have?

R.O.I. Wealth Management has employees across 1 departments including Finance.

What is the largest department at R.O.I. Wealth Management?

The largest department at R.O.I. Wealth Management is Finance with 1 employees.

Where are R.O.I. Wealth Management employees located globally?

R.O.I. Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has R.O.I. Wealth Management's team size changed over time?

R.O.I. Wealth Management's team has decreased from approximately 3 to 2 employees based on available data.

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R.O.I. Wealth Management Employee Directory

Investment ManagementUtah, United States2-10 Employees

R.O.I. Wealth Management operates in the investment management sector as a fiduciary, fee-only advisory firm. Founded in 1992 and based in Lehi, Utah, it remains a second-generation, family-owned business with satellite offices in Lindon and Orem. The firm commits to independent, conflict-free guidance, avoiding commissions or product sales, and it counts CERTIFIED FINANCIAL PLANNER professionals and members of NAPFA among its advisers. 

Its services cover retirement planning and income strategies, investment oversight, estate and legacy planning, tax coordination, risk analysis, charitable giving guidance, and multi-generational wealth planning for individuals and families. The firm serves clients locally in Utah and virtually across the United States, underscoring a focus on long-term relationships and ongoing financial guidance.

R.O.I. Wealth Management Global Highlights

North America
7

United States Of America
7

R.O.I. Wealth Management's Leadership

G. O.
President
Mobile Phone
Email
R. O.
Wealth Manager
Mobile Phone
Email
B. O.
Financial Planner/Investment Advisor
Mobile Phone
Email

R.O.I. Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from R.O.I. Wealth Management

Name

Title

Contact Info

Location

Last Update

G. O.
President
Mobile Phone
Email
United StatesUtah
Feb 17, 2026
R. O.
Wealth Manager
Mobile Phone
Email
United StatesUtah
Oct 16, 2024
B. O.
Financial Planner/Investment Advisor
Mobile Phone
Email
United StatesUtah
Feb 17, 2026

Frequently Asked Questions

What is R.O.I. Wealth Management known for?

R.O.I. Wealth Management was founded in 1992 operates in the Investment Management industry. Explore R.O.I. Wealth Management's company overview page for more information.

What is R.O.I. Wealth Management's most common email format?

R.O.I. Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more R.O.I. Wealth Management email formats with LeadIQ.

How many employees does R.O.I. Wealth Management have currently?

R.O.I. Wealth Management has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are R.O.I. Wealth Management's key employees and leadership?

As of July 2026, R.O.I. Wealth Management's key employees include:

President: G. O.
Wealth Manager: R. O.
Financial Planner/Investment Advisor: B. O.

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R.O.I. Wealth Management Employee Directory

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