ROI Financial
Advisors, LLC

Working Together to Help Create Your Financial Freedom
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In Investments Managed
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Clients
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Years Serving The Community

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, insightful advice, and our unique ability to connect the dots that other people miss. 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.

Happening Now At ROI
Check out our new article "Brilliant at The Basics"
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Our Partners In Business
PROFESSIONAL ALLIANCES
Helping Our Clients Grow Their Business Through A Structured, Positive And Professional Referral Program That Enables Them To Develop Meaningful Long-Term Relationships.
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Two Way Traffic
FINDING THE RIGHT LANE
Assisting Our Clients As They Navigate Changing Lanes And Looking To The Future.
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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.

Learn All About Our Team

Meet The Advisors

Lance J. Johnson

CEO | Investment Advisor Representative

Trevor Bruno

Investment Advisor Representative

Carlos Donat

Financial Analyst

Explore our Content

We have lots To Share

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.