Grant  Olson

Grant Olson

| CFP®, MBA

Ronald Olson, Inc.

(801) 785-3254

Contact Me

www.roionweb.com

Fee Only Financial Planner Located in Lindon, UT and Serving Clients Nationwide.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

351 East 140 North
Lindon, UT 84042-2004


Lehi, UT 84043

Grant Olson is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

As a Fee Only Financial Planner and Wealth Manager in Lindon, UT and serving clients in the Greater Salt Lake City and Provo areas J. Grant Olson has been providing investment advisory services for clients with R.O.I. for many years. Grant has been a NAPFA-Registered Financial Advisor since 2007 and has been a Certified Financial Planner™ (CFP) since 2004.

Grant started working at age 14 in a family owned and operated business called R.O.I., and targeted his education for a career as a financial planner, investment advisor, and principal of R.O.I. Apart from being a Certified Financial Planner™ (CFP), Grant's education includes a Bachelor of Science degree in Business Management and a Master of Business Administration degree.

Planning Specialties

Grant's specialties include invesments (such as mutual funds, annuities, insurance, bonds, stocks, etc.), tax planning, retirement planning, retirement account planning and mangement, comprehensive financial planning, and so forth. Grant's company has an enviable long-term Investment Management track history and extensive experience in Comprehensive Financial Planning for middle and upper-middle income clients. For more information about R.O.I., see R.O.I.'s website at www.roionweb.com.