We take a highly personal approach to looking after your wealth. At Roehl & Yi, we work on a personal, one-on-one basis. When you partner with us, the wealth of expertise offered by our specialists is at your disposal in the pursuit of your investment goals. This financial acumen is complemented by our commitment to collaboration with your attorneys and accountants—providing you with the amplified strength of a coordinated approach. Our modest size, local positioning, and independent identity allow us to dedicate more attention to your personally customized financial portfolio.
With over 100 years of combined investment and financial planning experience, co-founders Tom Roehl and Jayman Yi lead a team of qualified and experienced personal wealth advisors with experience in fields ranging from business development and financial data analysis to law and international investment banking.
The size of our firm positions us to be more easily accessible than larger firms. Instead of handing you a brochure in response to your inquiries, our staff is available to engage directly with you so that we can thoroughly address your questions. We look forward to connecting with you to learn about your unique history and experiences that, in turn, shape the path and direction of your investments.
Our identity as an independent financial advisory firm means that our only allegiance is to you. Rather than being preoccupied with matters of mandated performance criterion, specific products, and standardized methods, our primary concern is reserved for your particular needs and interests.
We believe that there is value found in a team of advisors. With a variety of perspectives comes a variety of solutions. That’s why we work with your attorneys and accountants to develop your financial plan.