Contact Us
Today
To begin a conversation about our strategic and personalized approach to wealth management, contact us today.
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
Designed for investors who wish to optimize financial planning, our WealthInsights offer a holistic approach when it comes to strategically managing your estate, tax mitigation, risk, asset protection, and more.
MarketEdge
If you are seeking expert market and financial perspectives, our MoneyMatters Market Updates and Money Manager Video Series deliver an insider’s look on navigating the latest developments in the economy, stock market, and geopolitical arena.
RetirementInsider
For plan sponsors and participants interested in retirement solutions or the legislative environment governing qualified plans, RetirementInsider is where you will find helpful articles on how to create better outcomes.