Who we are
We exist to make sophisticated wealth-building strategies accessible, actionable, and achievable for every client we serve. Our approach is comprehensive and personalized—built around disciplined planning, strategic insight, and measurable results. We take our responsibility seriously, partnering closely with each client to understand their goals, clarify their vision, and design a path forward with confidence. We believe financial health begins with bold thinking, informed decisions, and a clear strategy to turn ambition into outcomes. If our philosophy and client-first culture align with your expectations, we welcome the opportunity to begin a conversation.
About ROI Financial
With over $100 million in regulatory assets under management, ROI Financial Advisors, LLC is registered with the SEC as a Registered Investment Adviser. Headquartered in the Portland, Oregon metro area, we serve clients nationwide.
It’s our mission to make wealth-building strategies and practices accessible to all. Since 2012, we’ve been making the wealth-building process more holistic, more personal, and more effective, so more people can achieve their dreams.
Founded in 2012 in Lake Oswego, Oregon, ROI Financial is a family of connected companies that provides comprehensive financial services to individual and small business clients across the U.S.
ROI Financial Advisors, LLC | ROI Tax | ROI Marketing and Creative Design, LLC
Who you are
Do you enjoy…
YES? Then email us your resume or apply to our open positions through Indeed. We look forward to hearing from you.
Benefits of working with us
While you’ll be helping our clients grow their wealth, step by step, we’ll be helping you, too. We’re committed to supporting our employees’ professional and personal growth.
- Health insurance
- Retirement savings plan with employer match
- Paid time off
- Unique, flexible, casual, and collaborative work environment