ROI Financial Advisors, LLC

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Financial planner in Beaverton, OR (show on map)

3.7

★★★★☆

3 reviews

SEC-registered investment advisor in Portland, OR, offering holistic financial planning and wealth-building strategies for individuals, families, and business owners nationwide.

Call (503) 941-5925

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About

ROI Financial Advisors, LLC (dba ROI Financial) is an SEC-registered investment advisor headquartered in the Portland, Oregon metro area, serving clients nationwide with over $100 million in regulatory assets under management. Founded in 2012 by Lance Johnson after 18 years at large corporations, the firm has grown to serve over 350 clients and deliver more than 350 financial plans.

ROI Financial offers a comprehensive range of services including financial planning, portfolio management, tax planning, retirement planning, and investment strategy. The firm's ROI+ integrated services model brings together cross-disciplinary professionals—including tax advisors, bookkeepers, payroll specialists, and marketing designers—under one roof to provide coordinated, holistic wealth-building strategies. The firm is committed to making wealth-building strategies accessible and affordable for everyone, regardless of life stage or financial situation.

Cross-disciplinary expertise with in-house tax, investment, and business operations professionals

Personalized service that avoids cookie-cutter questionnaires and algorithms

Hands-on implementation support for financial plans

ROI+ integrated services model bringing multiple disciplines under one roof

Over $100 million in regulatory assets under management

SEC-registered investment advisor with fiduciary duty

Services

Financial Planning

Comprehensive, customized financial plans tailored to your risk profile, lifestyle, life stage, and dreams. Helps you get the most from employment benefits, manage investments, save on taxes, plan for home purchase, college, travel, retirement, and legacy.

Personalized service Hands-on implementation support Cross-disciplinary expertise Ongoing plan adjustments

Portfolio Management

Investment management services to help clients grow and preserve wealth through carefully managed portfolios aligned with their goals and risk tolerance.

Customized investment strategies Ongoing portfolio monitoring Risk-aligned allocation

Tax Planning

Proactive tax planning strategies to help clients save on taxes, avoid penalties, and align tax decisions with broader financial goals for individuals and small businesses.

Proactive tax strategy Small business tax optimization Estimated tax compliance Annual tax review

Retirement Planning

Design your desired retirement future by determining income ranges, managing assets for your lifestyle, understanding Required Minimum Distributions, and using tax-advantaged tools.

Income range determination Asset management for lifestyle RMD planning Tax-advantaged tool utilization (HSAs, FSAs, real estate)

Investment Strategy

Strategic investment guidance to help clients build wealth and reach financial goals through smart, evidence-based investment approaches.

Goal-aligned investing Risk-appropriate allocation Ongoing strategy review

Tax Preparation

Reliable tax return preparation for individuals and small businesses at a reasonable price, with accuracy and on-time delivery.

Individual tax returns Small business tax returns Accurate and on-time filing Affordable pricing

Credentials & Certifications

SEC Registered Investment Advisor

Since 2020

Five Star Professional (FSP) Award

Since 2026

Enrolled Agent (Tony Bolach)

Licensed Tax Consultant (Tony Bolach)

Enrolled Agent (Jaya Srikanthan)

Licensed Tax Consultant (Jaya Srikanthan)

Enrolled Agent (Kate Martz)

Licensed Tax Consultant (Kate Martz)

Licensed Tax Consultant (Chloe Chen)

Licensed Tax Preparer (Andrea Doles)

Reviews

Rating

3.7

★★★★☆

Reviews

"On-site services"

Frequently Asked Questions

What is ROI Financial Advisors? +

ROI Financial Advisors, LLC (dba ROI Financial) is an SEC-registered investment advisor headquartered in Portland, Oregon, serving clients nationwide with over $100 million in regulatory assets under management. Founded in 2012, the firm provides personalized financial planning, portfolio management, tax planning, retirement planning, and investment strategy.

What services does ROI Financial offer? +

ROI Financial offers financial planning, portfolio management, tax planning, retirement planning, and investment strategy. Through its ROI+ integrated services, it also provides tax preparation, bookkeeping, payroll (via ROI Tax, LLC), and marketing & creative design (via ROI Marketing & Creative Design).

How much does it cost to work with ROI Financial? +

The website states that ROI Financial makes wealth-building strategies accessible and affordable. Specific pricing is not listed on the site; clients are encouraged to contact the firm for a one-hour consultation to discuss fees and services.

Who is the founder of ROI Financial Advisors? +

Lance Johnson founded ROI Financial Advisors in 2012 after 18 years at large corporations. He serves as CEO and Investment Advisor Representative.

Is ROI Financial a fiduciary? +

Yes. ROI Financial Advisors, LLC is registered with the SEC as a Registered Investment Adviser, which requires fiduciary duty to act in the best interest of clients.

Does ROI Financial provide tax or legal advice? +

ROI Financial does not provide tax or legal advice. Tax services are offered through the affiliated firm ROI Tax, LLC, and legal advice is outside the scope of their services.

Where is ROI Financial located? +

ROI Financial is headquartered in the Portland, Oregon metro area with offices at 14675 SW Millikan Way, Beaverton, OR 97003 (Westside) and 12550 SE 93rd Ave, Suite 265, Clackamas, OR 97015 (Eastside). The firm serves clients nationwide.

What is the ROI+ integrated services model? +

ROI+ is an optional integrated services model that brings together cross-disciplinary professionals—tax, payroll, bookkeeping, and marketing—under one roof. It is designed to streamline financial strategy, save time, reduce costs, and accelerate the path toward financial freedom for individuals, families, and business owners.