For A Personal
Wealth of Reasons
We’re not just stocks
and bonds. We’re
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
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.