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ROI Financial Advisors, LLC

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  • Email: info@roi-fa.com
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ROI Financial Advisors, LLC

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Working Together to Create

Financial Freedom For You

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Learn More Today About

How We Help

Contact us today to find out how we can help with your financial needs.

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About Us

Or mission is to change for the better the relationship between people and their money. Empowering our clients through courageous mentoring, clear guidance, insightful advice and our unique ability to connect the dots that other people miss. Money is a tool to be used to build wealth, freedom and quality of life. We are collectively committed to your financial success.

Story
& History

ROI’s name was created by a long-time client of Lance Johnson, Founder/CEO/Investment Advisor Representative of ROI Financial Advisors, LLC. ROI stands for Return on Investments.

Values
& Philosophy

ROI’s philosophy was founded under a simple premise: How can we help clients get back to the basics in building wealth?

Mission
& Services

Our offices were designed with the clients in mind. We realize in today’s world that time is the biggest commodity we have.

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Meet Our Team

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.

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I work with my clients to design a personal financial plan based on their life goals. This strategy focuses on helping them to become more...

Lance J. Johnson

CEO & Investment Advisor Representative

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Carl graduated from Reed College in the spring of 2015 with a degree in Mathematics and Physics. Afters spending the summer performing research,...

Carl Proepper

Financial Analyst

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Megan Sterner Bugbee

Client Service Manager

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Cathy Wu

Client Service Manager

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Oto Maxwell

Financial Analyst

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Eric Ritchie

Financial Analyst

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Trevor Bruno

Financial Analyst

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Michele started with ROI Financial in 2012, helping Lance launch his own financial practice after taking off a few years to raise their two boys,...

Michele Johnson

Marketing Manager

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Olivia Ulberg

Marketing Specialist

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Our Services

We are dedicated to providing investment management and strategic wealth planning to each and every client. Simply put, we strive to be our client’s trusted advisor by helping everyone reach financial freedom.

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Blog & Events

Stay up to date with our latest financial news and events. Register today for one of our workshops or subscribe to our blog.

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ROI Financial Newsletter - October 2019

Submitted by ROI Financial Advisors, LLC on October 16th, 2019

October Newsletter discusses Money-saving tips: Moving tips. Moving can be a stressful experience in many ways. Not only do you need to prepare nearly everything you own for safe travel to your new home, but there are a number of financial hurdles that can pop up along the way.

Tags:
  • Money-savings
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ROI Financial Newsletter - September 2019

Submitted by ROI Financial Advisors, LLC on September 5th, 2019

September Newsletter discusses By the numbers The Price of college. With classes now underway at most universities, students are starting to dig into their semesters full of credits.

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ROI Financial Newsletter - August 2019

Submitted by ROI Financial Advisors, LLC on September 4th, 2019

August Newsletter discusses Biggest wedding expenses and ways to save. Here in late summer, we are right in the thick of wedding season. According to weddingwire.com, three of the top five most popular wedding months of the year are on the horizon with August, September, and October accounting for a sizable 42 percent of all weddings in 2017.

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  • 14675 SW Millikan Way, Beaverton, OR 97003 United States
  • Phone: (503) 941-5925
  • Fax: (503) 941-5927
  • Toll Free: (866) 672-4600
  • Email: info@roi-fa.com

ROI Financial Advisors, LLC (dba ROI Financial) is a registered investment advisor in the states of Oregon and Washington. The advisor may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

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