Our Firm

"There’s a notion that wealth is a destination.
Truth is, it’s the start of a journey all its own."

Life in a box video


We ask...We listen...We educate

You spend years pursuing financial independence and then, through hard work and some smart decisions, you achieve it. But for all the answers a lucrative career or business provides, success breeds at least as many questions. Just like your home, your business, and your relationships, we feel that financial wealth demands knowledge and attention to detail. At ROI Financial Group, we offer you a vast depth of experience and insight to help you navigate your journey. Because the last thing financial independence should mean is going it alone.


Enriching our clients with broad based knowledge and specific insurance and financial strategies; consistently working to enhance their financial futures and peace of mind.


Founded in 2001, ROI Financial Group has consistently followed our mission to enrich and enhance our client’s financial future and peace of mind.

Through our vast knowledge, experience, & insight we have helped hundreds of business owners, individuals, and families address their concerns & reach their goals. Utilizing a blend of specific insurance and financial strategies we educate and work with our clients so they become more aware of where they are today and where they want to be tomorrow.

Financial independence should not mean making the journey alone, that’s why we will not create a customized plan and hope it continues to work. At ROI we will be with you every step of the way to navigate your financial journey, helping you to adjust and grow with any changes.


Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 24,527.27 +0.64%
Nasdaq Composite 7,098.31 +0.95%

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