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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.


Money Manager Video Series, 4th Edition: An Interview with Cameron Martin, Martin Capital Partners

Due diligence is the foundation of our investment management strategy. Our due diligence process begins with the four Ps: performance, process, philosophy, and people. After all our analysis is conducted,
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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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Contact Us

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