Launched in 2012, the business name ROI was the brain child of a long-time friend and client of Lance Johnson, ROI Financial Founder and CEO.
ROI (Return on your investment) has grown exponentially since 2012 adding over 150 clients and friends that originate from all different backgrounds, financial positions, and geographical locations. ROI has served the community and families for more than 11 years.
Building the realization of the full potential towards achieving financial freedom for everyone, now and future generations.
2020 brought the expansion of ROI Financial from Beaverton, Oregon to Lake Oswego, Oregon with the opening of additional offices and meeting space. The newly opened Lake Oswego offices provide an opportunity to better serve our clients in the surrounding areas. Having reached the qualification requirements of over $100 million in regulatory assets under management, ROI Financial Advisors, LLC (ROI Financial) was able to register with the SEC as a Registered Investment Adviser.
Racing through the ever changing business world requires looking into the future and planning accordingly while building a realization of your full potential towards achieving financial freedom for everyone, now and in our future generations.
