Roehl & Yi Investment Advisors, LLC

Roehl & Yi Investment Advisors, LLC is an independent wealth management firm based in Eugene, Oregon. Established in 1982, the company prides itself on values of teamwork, integrity, stability, and professionalism. Catering to a diverse client base across the West Coast, including high-net-worth individuals, qualified retirement plans, foundations, and endowments, Roehl & Yi's team of private wealth advisors boasts expertise in various fields such as business administration, law, international banking, marketing, and organizational behavior. Their extensive education, experience, and certifications enable them to craft customized financial portfolios tailored to each client's specific needs.

Specializing in Financial Services and Wealth Management, Roehl & Yi has carved a niche for itself in the market. While specific details regarding the company's headquarters, last investment, and investors are not available, the firm's commitment to personalized financial advisory services and its track record of serving a range of clients make it an interesting proposition for potential investors seeking exposure to the wealth management sector.

With its solid presence in the West Coast and a strong emphasis on client trust and advisor expertise, Roehl & Yi Investment Advisors, LLC presents an intriguing opportunity for investors looking to tap into the wealth management industry in this region.