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. Our private wealth advisors come from a variety of backgrounds including business administration, law, international banking, marketing, and organizational behavior. With their extensive education, experience, and certifications, our advisors have the expertise required to successfully develop your custom financial portfolio.
View Top Employees from Roehl & Yi Investment Advisors, LLCWebsite | https://www.roehl-yi.com/ |
Revenue | $5 million |
Employees | 14 (14 on RocketReach) |
Founded | 1982 |
Address | 450 Country Club Road Suite 200, Eugene, Oregon 97401, US |
Phone | (541) 683-2085 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Clarus Wealth Advisors, Congress Wealth Management, LLC, Estes Wealth Strategies, Pillar Wealth Management, Rezny Wealth Management |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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The Roehl & Yi Investment Advisors, LLC annual revenue was $5 million in 2024.
Drew College is the COO of Roehl & Yi Investment Advisors, LLC.
14 people are employed at Roehl & Yi Investment Advisors, LLC.
Roehl & Yi Investment Advisors, LLC is based in Eugene, Oregon.
The NAICS codes for Roehl & Yi Investment Advisors, LLC are [52, 52393, 523, 5239].
The SIC codes for Roehl & Yi Investment Advisors, LLC are [628, 62].