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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

The Power of HSAs in Retirement and Health Care Planning

Health Savings Accounts (HSAs) are powerful health insurance and retirement planning tools. In this article, we will explore the history of HSA accounts, their advantages, funding mechanism, and eligibility considerations.
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Social Security: Maximizing Benefits, Best Times to Collect, and What You Need to Know

There is no single right way to meet your monthly needs and expenses in retirement, but one component that plays a central role in the retirement cashflow plans of most
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MoneyMatters Market Update Q4 2021 – Navigating Uncharted Waters

To download our Q4 2021 MoneyMatters brochure, click here It has been nearly two years since the pandemic began, and finally there are indications that a global recovery is on
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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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