Roehl & YI Investment Advisors, LLC
SEC RegisteredFor A Personal Wealth of Reasons
About the firm
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. They 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.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and retirement plans, including planning and management of wealth, investments, risk, life, and legacy; tailored financial portfolios built on personal goals; estate planning, tax mitigation, risk management, and asset protection insights
Who they serve
High-net-worth individuals, qualified retirement plans, foundations, endowments, and plan sponsors and participants across the West Coast
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Roehl & YI Investment Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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