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For A Personal
Wealth of Reasons

For A
Wealth of

We’re not just stocks

and bonds. We’re

Personal Investment


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.


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To download our Q3 2021 MoneyMatters brochure, click here Strong performances and growth in GDP were seen throughout the second quarter of 2021. As the US was seemingly on its
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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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Contact Us

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