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 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.
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. Planning and saving for retirement can be a challenge for all of us at some point in our lives.
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. Planning and saving for retirement can be a challenge for all of us at some point in our lives.
Services
Roehl & Yi is an independent wealth management firm located in Eugene, Oregon. Established on the foundational values of teamwork, integrity, stability, and professionalism-we are the financial advisors you can trust. We serve clients across the West Coast, from northern California to Washington, ranging from high-net-worth individuals to qualified retirement plans, foundations, and endowments.
You have worked hard to build your wealth. Let us handle the remaining details of protecting and continuing to expand the assets you've acquired. In managing our clients' investments, we begin with a detailed analysis of your current financial situation and a discussion of your goals and tolerance for risk.
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.
Allow us to assist you in developing retirement plans that provide long-term support to your valued team members. Our team has provided investment management services to defined contribution and defined benefit retirement plans since 1982. We currently provide a range of services to a large number of participant-directed plans, trustee-directed (pooled) plans and non-qualified deferred compensation plans.
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