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Who We Are

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Roehl & Yi is an independent wealth management firm.

We serve high net worth individuals, qualified retirement plans, foundations, and endowments.

Our work is done on a fee-for-service basis.

Our values are teamwork, integrity, stability and professionalism.

We’re located in Eugene, Oregon.

Most of our clients live in Oregon, Washington and northern California.

We only have one office. But it’s the only office you need.

Certain of Roehl & Yi’s supervised persons may receive compensation if a client purchases recommended insurance and/or securities products; however, the firm seeks to ensure that all such recommendations are made in the best interests of its clients.

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