Beyond Planning
ROI Financial Advisors exists to make wealth-building strategies and practices accessible to all. We do this by making the wealth-building process more personal, more holistic, and more effective. But that’s not all. CEO Lance Johnson always aims to do more for clients. So, we launched ROI+, a suite of optional services designed to simplify your life and enhance your results.
assets under management
{Black Diamond Wealth Platform}
financial clients
{Black Diamond Wealth Platform}
became a Registered Investment Advisor
with the SEC
The Power of the Plus
Until now, only the ultra-rich had access to truly integrated financial services. Today, ROI+ makes this proven approach more available and affordable. Imagine a cross-disciplinary team of experts collaborating for your benefit; you’ll gain deeper insights and benefit from more holistic wealth-building strategies. Perfect for individuals, families, small businesses, and property investors.
True stories. Real results.
Our Vision
ROI+ integrates a variety of services under one roof because “one-stop-shopping” is more convenient, affordable, and effective. To add further value and meet more of your needs, we’re working hard to expand our offerings. Look for new locations, services, and strategic partnerships coming soon. We want to help your dreams come true.
Join us in building the future of ROI Financial.
Client, business partner, new employee–we invite you to be part of our growing wealth-building mission.
ROI Financial timeline
Dream Big
Lance Johnson believes dreams really do come true, one careful step at a time. To help people move toward their dreams, Lance designs customized financial plans with short- and long-term tax, real estate, savings, and investment strategies. He also emphasizes ongoing client education; his in-person and online educational events blend learning, socializing, and networking. Lance also produced and hosted an educational podcast called “Get Rich Slow.” Lance says, “You can take control of your destiny, and the very first step is to start dreaming big, right now. Then we can help you move in the direction of your dreams, in your own way because it’s your money.”
