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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: Demystifying Sustainable and Responsible Investing (also known as ESG)

We live in a world where we are faced with an unprecedented number of choices – from the type of creamer to put in our coffee (milk, oat, almond, or
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WealthInsights: Solving the College Funding Conundrum with 529 Plans

Like a zebra’s stripe pattern, no family’s financial goals are identical. Within wealth management, we see certain recurring goals, one of which is setting children up for success. While every
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MoneyMatters Market Update: Willful Patience

Click here to download the Q3 MoneyMatters brochure. On behalf of everyone at Roehl & Yi, we understand and appreciate your concerns about the state of affairs in our world.
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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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