ROI Financial Advisors

Working Together to Help Create Your Financial Freedom


ROI Financial Advisors


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.

Lance Johnson

CEO | Investment Advisor Representative

Trevor Bruno

Investment Advisor Representative

Carlos Donat

Investment Advisor Representative


The Future of ROI

We expect ROI Financial to continue to grow and eventually offer access to a variety of new products, services, and partner companies. The future is happening now!

Brilliant at the basics

Working Together to Help Create YOUR FINANCIAL FREEDOM


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


In today's climate 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.


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

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