ROI Financial Advisors

Featured on All Access with Andy Garcia

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As Seen In:
All Access with host Andy Garcia
Portland Monthly
Fortune
Enterpreneur
Bloomberg Businessweek

Financial planning to help you live your dreams.

Our mission at ROI Financial is to make the wealth-building process more accessible by making it more:

  • Holistic
  • Personal
  • Effective

We’re glad you found us.

Thank you Andy Garcia!

We were thrilled to be discovered by the All Access with Andy Garcia team. When they asked to do a feature story about our wealth-building mission, of course we said yes!  

Taking our message to a national audience has been a wonderful experience, and an honor. 

ROI Financial Advisors is registered with the SEC as a Registered Investment Advisor and accepting clients nationwide.

An ROI Financial Plan helps you:

  • Get the most from your employment benefits
  • Manage your investments
  • Save on taxes and repurpose your savings
  • Plan for a life goal such as buying a house, saving for college, travel, or creating a legacy for future generations
  • Plan for retirement
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True stories. Real results.

"When I first came to ROI, I did not know what a budget was. I was not really heavy into retirement. I never really had thought much about the future. But now, when we talk about the future, I'm like, oh, financial independence, that's a reality."
Sara CooperClient, ROI Financial Advisors

You saw us on All Access. Now talk with us in real life.

When it comes to building wealth, the secret to success is simply to get started and then keep moving toward your goals. Why not take one small step toward financial freedom? Schedule a free, 1-hour consultation with an ROI Advisor. We’re here to help you make your dreams come true.

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Get personalized wealth-building strategies that fit your life.

Tax Planning

Without smart strategies in place, taxes can take a big percentage of your money each year. We’ll help you keep more of what you make. Invest your savings to reach financial freedom even faster.

Investment Strategy

As part of your ROI Financial Plan, we’ll provide recommendations for allocating your investments based on your goals, risk tolerance, and timeline. We’re happy to help you implement the action items you approve.*

Retirement Planning

We’ll help you save confidently, retire comfortably, and draw income wisely so your money lasts as long as you need it to. We’re happy to help you implement the retirement strategies you approve.*

Portfolio Management

If you wish, we can also manage your assets for you. We'll support your future dreams by preserving, growing, and diversifying your portfolio—keeping you on course through every life stage.

*Requires an additional fee based on a percent of assets under management.

Expert guidance for every life stage

Starting a Family

Starting a Family

Starting a Family

Whether a baby is on the way, already arrived, or a future goal, let us help you:

  • Pay down debt
  • Build up emergency reserves
  • Start saving for college 
  • Stay on track for retirement

Buying a Home

Buying a Home

Real estate investments can enhance your lifestyle now and your net worth over time. We can help you:

  • Analyze short - and long term tax impacts
  • Analyze down payment options 

Planning for Travel

Planning for Travel

Travel experiences are amazing in the moment and create memories that last forever. We can help you:

  • Imagine it, then budget for it
  • Set up a savings plan and timeline
  • Understand your best funding options

Saving for College

Saving for College

It’s ok to start small. The important thing is get started so your fund has time to grow. We can help you:

  • Set targets that align with your values
  • Use 529 plans and other tools and incentives
  • Take advantage of potential tax savings
  • Manage your college fund for growth

Reaching Retirement

Reaching Retirement

It’s never too soon, or too late, to design the future you want. We can help:

  • Determine your retirement income range
  • Manage assets to support your desired lifestyle
  • Understand your Minimum Required Distribution 
  • Use real estate, HSAs, FSAs, and other tools to save on taxes

Scenarios are for illustrative purposes only.

True stories. Real results.

"They're so reliable and they're so honest and they're so caring, and they deliver. They deliver."
Elyce WairClient, ROI Financial Advisors
"We started following their advice and we could see the future opening up and being more positive. It’s like pennies on the dollar for the services rendered."
Andy and Karen ErwinClients, ROI Financial Advisors

Get started with your FREE, 1-HOUR CONSULTATION
with an ROI Financial Advisor.

Prefer to talk? Call us at 503-941-5925 weekdays between 8 am – 6 pm Pacific Time.

    Tell us a little about yourself.

    First name*

    Last name*

    Email address*

    Zip code

    Age*

    Wealth in progress*

    My income comes from (check all that apply)*:

    Self-employment or small business ownershipFull-time employmentPart-time employmentGig workSocial media influencing/content creationExisting investments & other assetsOther or prefer not to say

    How can we help you?

    I'm interested in (check all that apply)*:

    Feeling more financially secureBuilding financial freedomSaving for a goalGetting out of debtInvesting in the stock market and commoditiesInvesting in real estatePlanning for retirement in 15 years or morePlanning for retirement in 15 years or lessFinding out if I can afford to retire now or in the next 5 yearsGetting expert, hands-on help managing my investments/retirementOther