ROI Financial Advisors, LLC is a registered investment advisor in the states of Oregon and Washington. It is a full-service firm which provides financial advice and seeks to engage with all aspects of its clients’ needs, including annual financial planning, investment and retirement account management, retirement services for business owners, and year-end tax planning. Its investment advisor representatives are all registered in the states in which they conduct business as is required by federal and state law.


ROI Tax, LLC is a registered sister company of ROI Financial. It prepares, reviews, and provides advice on tax filing for clients in the United States and seeks to integrate this process into the overall financial planning process. It is in the process of merging with Ohanesian CPAs and will be pursuing further mergers, acquisitions, and partnerships with additional CPA practices in the future.


ROI WMS is not currently a registered business and is a planned expansionary entity of ROI. The above icon is reserved for use by the company when it becomes registered and active. ROI WMS is currently planned to become the premier service provider for clients of ROI FIN, ROI Tax, ROI REAL, ROI MTG, ROI EDU, ROI INSU, and all other ROI entities. Its purpose will be to provide both clients with a holistic financial service and to serve as a central entity for ROI. Its clients will consist of personal and business clients in need of a variety of financial services which ROI and its related entities are equipped to provide.


ROI MTG is not currently a registered business and is a planned expansionary entity of ROI. The above icon is reserved for use by the company when it becomes registered and active. The application of mortgages and other financing strategies backed by equity in real estate assets are discussed with almost every client at some point during their financial planning process. It is a critical component of many clients’ financial lives and serve as a major subject of focus when developing strategies for meeting or exceeding cash flow needs. The purpose of introducing ROI MTG would be to provide clients who are considering buying or selling a new property, refinancing their current mortgage, or are interested in learning more about financing a property access to mortgage professionals as part of their overall financial goals.


ROI EDU is not currently a registered business and is a planned expansionary entity of ROI. The above icon is reserved for use by the company when it becomes registered and active.


ROI INS is not currently a registered business and is a planned expansionary entity of ROI. The above icon is reserved for use by the company when it becomes registered and active. The types, applications, benefits, and risks of insurance are common subjects discussed with clients as part of their financial planning process. Insurance is a key element to mitigating a variety of financial risks for many clients and can assist in their reaching their personal and/or business goals. The purpose of introducing ROI INSU is to provide clients who are interested in purchasing an insurance policy, reviewing an existing current policy, or learning more about insurance in general with access to insurance professionals as part of their overall financial planning process.