Roehl & Yi Investment Advisors

Roehl & Yi Investment Advisors

Roehl & Yi Investment Advisors was founded in 1998 as an independent registered investment adviser in Eugene, Oregon. The firm has maintained its local footprint since inception, serving high-net-worth individuals and qualified retirement plans primarily along the West Coast. Its marketing positions the firm against brokerage-house portfolio construction, emphasizing customized asset allocations built in collaboration with a client's existing attorneys and accountants. The firm's service model spans financial planning, retirement planning, and investment management. While specific asset-class allocations and portfolio holdings are not publicly disclosed, the firm's published content reveals a focus on equity and fixed-income markets alongside estate planning, risk management, and tax mitigation strategies. The firm distributes three named content series — WealthInsights, which covers estate and tax planning; MarketEdge, which delivers market commentary and manager video series; and RetirementInsider, which tracks legislative and fiduciary developments for plan sponsors and participants. No named portfolio companies or direct co-investment structures are publicized, reflecting a traditional wealth-management rather than venture or private-equity posture. Roehl & Yi has not publicly disclosed its total assets under management, number of professionals, or additional office locations. The firm's scale appears regional, with a client base concentrated among high-net-worth individuals and retirement-plan sponsors in the Pacific Northwest. It has not announced adjacent vehicles such as philanthropic foundations, real-asset subsidiaries, or membership in peer networks like Tiger 21 or YPO. No major operational events — leadership transitions, acquisitions, or fund closes — have been reported in the last 24 months. The structural differentiator for Roehl & Yi lies in its independence and local embeddedness. As a boutique RIA in a secondary market, the firm competes on personal relationship depth rather than institutional scale or proprietary deal flow. Its emphasis on integrating external professional advisors — attorneys, accountants — into portfolio design suggests a coordination model that larger, vertically integrated wealth managers cannot easily replicate, though the absence of disclosed scale or succession planning makes the firm's long-term durability difficult to assess.