Grant Olson
CFP®, MBA
R.O.I. Wealth Management
Wealth Manager, Co-Owner
Grant Olson
CFP®, MBA
R.O.I. Wealth Management
Wealth Manager, Co-Owner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Grant Olson, CFP®, MBA
Fee-Only financial planner located in Pleasant Grove, UT serving clients locally and across the country
Grant Olson is a Utah-based fee-only financial planner. R.O.I. Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Grant Olson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Our objective is to most effectively and efficiently help clients achieve their financial goals!
Grant Olson grew up in the business. At a very young age (about 14 years old), he began working in R.O.I., learning the "nuts and bolts" of the Financial Planning/Investment Advisory business. As part of R.O.I.'s business plan, Grant began working full-time in R.O.I. during 2003 (at the age of 24) and geared his entire higher education to be a financial planner and investment advisor, business advisor, and, owner, in R.O.I.
-Bachelor's Degree in Business Management 2003
-Master's Degree in Business Administration 2004
-CERTIFIED FINANCIAL PLANNER™ Certificant since 2004
-NAPFA Member since 2007
Grant Olson is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
R.O.I. is a fee-only (no commission) wealth management, financial planning firm based in Pleasant Grove, Utah with satellite offices in Lindon and Lehi. R.O.I.'s financial advisors are CFP(R) Professionals and members of NAPFA. R.O.I. has been providing it's main services of active wealth management, comprehensive financial planning, and active retirement planning for over 20 years to clients. R.O.I. has a very enviable long term investment advisory track record spanning through periods of both bull and bear markets. In an ever changing world R.O.I.'s clients have found comfort in R.O.I.'s consistency. R.O.I. is an acronym for Return on Investment and Ronald Olson, Inc.
R.O.I. has provided Comprehensive Financial Planning and Active Investment Advisory services since 1992. Ron Olson, the founder of R.O.I., successfully transitioned the business to two of his sons Grant and Ben Olson making it a successful 2nd generation, family owned and operated firm. from time to time Ron consults with R.O.I. As of September, 2016 R.O.I. had about 160 clients and over 65 Million under management.
R.O.I.'s long term stability and accessibility is an exceptional characteristic that clients love, and allows for them to provide very attentive, comprehensive service, by highly educated and experienced financial planners at very competitive costs - when you call R.O.I., you talk to Grant and Ben, not receptionist or a junior advisor.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Grant Olson is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Grant Olson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Grant Olson
Office Locations:
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2901 W. Bluegrass Blvd
Suite # 200-99
Lehi, UT 84043 -
504 West 800 North
Oren, UT 94057
