Roehl & Yi Investment Advisors

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450 Country Club Rd Ste 200
Eugene, OR 97401

Roehl & Yi Investment Advisors is an independent wealth management firm based in Eugene, Oregon, dedicated to serving high-net-worth individuals and qualified retirement plans across the West Coast. They pride themselves on offering personalized investment strategies that are tailored to each client's unique financial goals and circumstances.

With a focus on collaboration and expertise, Roehl & Yi partners with clients to manage their wealth, investments, and legacy while also supporting foundations and endowments. Their comprehensive insights cover estate tax mitigation, asset protection, and market trends, ensuring clients receive informed guidance in navigating the complexities of financial planning.

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