Our
Mission
ROI Financial works to change for the better the relationship between people and their money. Empowering our clients through strategic mentoring, clear guidance, and insightful advice. Money is a tool that should be used to build wealth, freedom, and increase quality of life. ROI Financial is collectively committed to your financial success.
PROFESSIONAL ALLIANCES
FINDING THE RIGHT LANE
Our
Services
ROI Financial is 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.
Lance J. Johnson
Trevor Bruno
Carlos Donat


Explore our Content
The Get Rich Slow Podcast
Client growth is accelerated when there is a solid foundation of trust and shared purpose.
We have lots To Share

Retirement Risks for High Income-Earners
ROI Financial Advisors Retirement Risks for High Income-Earners DOWNLOAD ARTICLE .PDF Even middle- and upper-income earners face retirement risks. What are some of the

Decoding 5 Types of Retirement Annuities
ROI Financial Advisors Decoding 5 Types of Retirement Annuities DOWNLOAD ARTICLE .PDF Proposed bipartisan legislation would allow retirement plan sponsors to use annuities as a default

5 Ways to Avoid Boredom in Retirement
ROI Financial Advisors 5 Ways to Avoid Boredom in Retirement DOWNLOAD ARTICLE .PDF Retirement is a well-deserved phase of life that can offer the

Teaching Children How to Build Credit
ROI Financial Advisors Teaching Children How to Build Credit DOWNLOAD ARTICLE .PDF As parents, we strive to equip our children with the knowledge and
Working Together to Help Create
YOUR FINANCIAL FREEDOM
The ROI Financial Team works with our clients to serve as resources during the financial planning process. We believe our partnership should last a lifetime.
ROI Financial takes pride in building the definition of the term ROI. “Return on investment” is our primary focus for all our clients.
Our philosophy is founded within the simple premise of: “How can we help clients get back to the basics in building wealth?”
We realize in today’s climate that time is the biggest commodity we all have. Our offices are designed with the client’s needs in mind to help maximize the use of time.