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.
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.
