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 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.
Putting 2020 in the Rearview and Setting A Course for 2021 2020 was a long, difficult year and our hearts go out to the families who suffered losses due to
What is “IRMAA?” When spoken aloud, “IRMAA” sounds like it should be a who rather than a what, perhaps an elderly aunt or second cousin. It certainly does not evoke
The year 2020 has turned out to be an unprecedented year. We have received calls from many of you concerned about how COVID-19, the state of the economy, and the