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For A Personal
Wealth of Reasons

For A
Personal
Wealth of
Reasons

We’re not just stocks

and bonds. We’re

Personal Investment

AdvIsOrs

Roehl & Yi is an independent wealth management firm located in Eugene, Oregon, serving high-net-worth individuals and qualified retirement plans across the West Coast.

We are your

lifelong partner

in private wealth

We support individuals in the planning and management of their wealth, investments, risk, life, and legacy, while also partnering with those who manage foundations, endowments, and retirement plans.

A brokerage house portfolio is like getting a prefab home

A Roehl & Yi portfolio is a custom home

You have earned

a portfolio that is

tailored to you.

We pride ourselves on our defining qualities—we are experienced, personal, independent, and collaborative. When you partner with us, you receive a tailored financial portfolio built upon your personal goals, our expertise, and insight from your own attorneys and accountants.

Insights

MoneyMatters Market Update Q4 2022 – Headwind Interests

To download our Q4 2022 MoneyMatters brochure, click here. The third quarter of 2022 was certainly painful for investors to witness, as stubbornly high inflation and aggressive interest rate hikes sparked
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The Secure Act 2.0

The Secure Act 2.0 Key Provisions Affecting Retirement Plans Click here to download The Secure Act 2.0 brochure. Retirement plans serve a wide-ranging constituency—individuals saving for their own retirement, businesses
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Money Manager Video Series, 4th Edition: An Interview with Cameron Martin, Martin Capital Partners

Due diligence is the foundation of our investment management strategy. Our due diligence process begins with the four Ps: performance, process, philosophy, and people. After all our analysis is conducted,
Read More

Contact Us
Today

To begin a conversation about our strategic and personalized approach to wealth management, contact us today.
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