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 will 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.