Phone Envelope Facebook Instagram Linkedin

ROI Financial
Advisors, LLC
Working Together to Help Create Your Financial Freedom

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.

Happening Now At ROI
Check out our new article "Brilliant at The Basics"
Click Here
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.
Click Here
Two Way Traffic
FINDING THE RIGHT LANE
Assisting Our Clients As They Navigate Changing Lanes And Looking To The Future.
Previous
Next

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 More

Financial Planning

Detailed financial planning services for clients. The foundation to any healthy financial situation starts with having a strong blueprint or plan. Our financial planners are here to help you.

Retirement Services

Assisting business owners in determining the right retirement plan for your company. Our industry leading plan administrators can help you through the complex task of creating, operating, and the compliance of your retirement plan needs.

Investments

Providing quality investment guidance helping you learn more about investing confidently. We help our clients make educated decisions when it comes to their portfolio.

ROI Tax

Whether saving your tax dollars, helping your business grow, budgeting family finances, planning for retirement or referring you to other trusted advisors, ROI Tax is one of your biggest assets.

ROI Marketing
& Creative Design

At ROI Marketing we are able to help boost your business's online presence whether you need help with Social Media, Design, Website Development or more. We are passionate story tellers leaving an impression for your brand.

The Future of ROI

We expect ROI Financial to continue to grow and eventually offer access to a variety of new products and services.
Click this box for a brief explanation of how we are pursuing our long-term vision.

Learn All About Our Team

Meet The Advisors

Meet Our Team

Lance J. Johnson

CEO | Investment Advisor Representative

Trevor Bruno

Investment Advisor Representative

Carlos Donat

Financial Analyst

What People Say About Us

Client Testimonials

Highly recommend ROI Financial. They have a great personable team here. They have taken very good care of my family and my money. You do not just drop off your money and wait, they help you build your financial feature in many ways. They helped me by lowering my taxable income, changing from pre tax to after tax roll overs and, changing my work 401k investments. Lance is very personable and cares about everybody who walks in his doors.
Mario Barron
Mario Barron
Lance turned our retirement forecast from "if I retire at 71, why do I run out of money so soon" to "retire at 65 (or sooner) and enjoy life". Not that he did any magic, but he knows how to deal with money in ways I would not have thought of on my own. The resulting feeling is one of great relief about our financial future.
Alan Wickstrom
Alan Wickstrom

Explore our Content

Podcasts

BRILLIANT AT THE BASICS
How Can We Help?
Previous
Next
See more on getrichslowpodcast.com

The Get Rich Slow Podcast

Client growth is accelerated when there is a solid foundation of trust and shared purpose.

Listen on Apple Podcasts
Listen on Spotify
Listen on Amazon Music

We have lots To Share

Blog Posts

Load More

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.

Story

ROI Financial takes pride in building the definition of the term ROI. “Return on investment” is our primary focus for all our clients.

Philosophy

Our philosophy is founded within the simple premise of: “How can we help clients get back to the basics in building wealth?”

Service

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.

Located In Beaverton Lake Oswego Beaverton Lake Oswego Beaverton Lake Oswego Beaverton Lake Oswego