Roehl & Yi Investment Advisors

Roehl & Yi is an independent wealth management firm based in Eugene, Oregon, serving high-net-worth individuals and qualified retirement plans across the West Coast. We strive to be our clients' lifelong partner in private wealth, providing support in the planning and management of their wealth, investments, risk, life, and legacy. Our team is built on the foundational values of teamwork, integrity, stability, and professionalism, ensuring that our clients receive the highest level of service and advice.

Our Services

At Roehl & Yi, we offer a wide range of services tailored to meet the unique needs of each of our clients. These services include:

• Wealth Management: We provide comprehensive wealth management services, including financial planning, investment management, and risk management. Our goal is to help our clients build and preserve their wealth, while also providing them with the peace of mind that comes from knowing their financial future is secure.
• Retirement Plans: We specialize in working with plan sponsors and participants, providing them with the retirement solutions and legislative insights they need to create better outcomes. Our team has the expertise and experience needed to help our clients navigate the complex world of qualified plans, ensuring that they are making the most of their retirement savings.
• Insights: We offer a variety of insights and resources designed to help our clients optimize their financial planning and stay up-to-date on the latest market and financial developments. Our WealthInsights provide a holistic approach to strategically managing estates, taxes, risk, and asset protection, while our MarketEdge and RetirementInsider offer expert perspectives and helpful articles on the economy, stock market, geopolitical arena, and retirement legislative environment.

Our Difference

At Roehl & Yi, we believe that a brokerage house portfolio is like getting a prefab home, while a Roehl & Yi portfolio is a custom home. 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. Our team is dedicated to providing our clients with the highest level of service and advice, helping them to build and preserve their wealth for generations to come.