Roehl & Yi Investment Advisors

Roehl & Yi Investment Advisors

Roehl & Yi Investment Advisors was established in Eugene, Oregon, in 1998 as an independent registered investment adviser. The firm serves high-net-worth individuals and qualified retirement plans, positioning itself as a personal partner in the planning and management of wealth, investments, risk, life, and legacy. It also advises foundations and endowments. The firm's investment approach rejects off-the-shelf brokerage portfolios, instead constructing customized allocations that reflect each client's personal goals and external professional relationships. Roehl & Yi coordinates directly with clients' own attorneys and accountants to integrate tax, estate, and asset-protection considerations. Its service model spans financial planning, retirement planning, and asset allocation, offered through three editorialized content channels — WealthInsights, MarketEdge, and RetirementInsider — that target estate strategy, market commentary, and qualified-plan governance respectively. Roehl & Yi operates from a single office in Eugene, Oregon, serving clients primarily on the West Coast. The firm's website does not disclose total assets under management, headcount, or named investment principals. No recent operational events, adjacent vehicles, or co-investment structures are publicly documented. The firm's structural differentiator rests in its collaborative advisory model — acting as an orchestrator between a client's existing legal and tax counsel rather than a centralized, closed-architecture wealth manager. This positions Roehl & Yi as a fiduciary integrator, not a proprietary-product distributor.