- Wealth Management
- Retirement Plans
Roehl & Yi Investment Advisors, LLC, is an independent wealth management firm serving individuals, qualified retirement plans, foundations and endowments. We are located in Eugene, Oregon, with the majority of our clients in Oregon, Washington and northern California. We are a federally registered advisory firm.
We are committed to helping our clients achieve their goals, whether their need is for investment management, personal retirement planning, portfolio diversification, estate asset protection, pooled pension plans, participant-directed corporate retirement options, or, as is often the case, some combination of the above.
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