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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

WealthInsights – Top 5 Estate Planning Mistakes to Avoid

Estate planning puts you in control of important decisions surrounding what happens to your lifetime of hard-earned possessions and assets, who will care for your children (if you have them),
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Retirement Insider – The Path to Retirement in Your 20s and 30s

Welcome to our Retirement Insider Video Series. Planning and saving for retirement can be a challenge for all of us at some point in our lives. At Roehl & Yi
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MoneyMatters Market Update Q2 – Cautious Optimism

To download our Q2 2021 MoneyMatters brochure, click here As Americans begin to emerge from lockdowns and we return to a semblance of normalcy, Roehl & Yi has enthusiasm that the
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Contact Us
Today

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