Roehl & Yi Investment Advisors LLC is a federally registered investment advisory firm serving a diverse client base of corporations, qualified retirement plans, foundations, endowments and individuals of high net worth. Roehl & Yi offers an array of services including investment management, financial planning and risk management.

Edward Jones partners with individuals, families and small business to help them achieve their financial goals: Saving for Education, Planning for Retirement, Living in Retirement, Estate Planning

Find a financial advisor today, these are our Chamber partners:

Mark Hewitt

Craig Leonard

Madison Stewart

Marc Bickley

Angela Ingebretson

Richard Smith

Cary Richardson

Dylan Karr

Jake Mylenek

Stephen Smith

Stephen Matteucci

Alex Douglas

Cheyenne Burbank

Alicia Williams

Matt Siel

Tim DePaepe

Connie Fehlman

David Goeres

Dan Watkins

Selene Witcher

Duane Morgan

Kyrene Sorby

Ryan Cushing

David Grinder

Jonathan Derby

Diane McClusky

Scott Stewart

Kyle Dooley

Aaron Shumway

Jones & Roth CPAs and Business Advisors is one of the largest CPA firms headquartered in Oregon. We serve companies, nonprofits, and individuals from our offices in Eugene, Hillsboro, and Bend. Our teams of professionals are devoted to specialized practice and industry areas and provide strategic consulting and advisory services year-round. Other services include, audit & assurance, tax, estate & trust, retirement plan services, and financial advisory services. Jones & Roth has been named as one of the Top Workplaces, has been recognized as one of Oregon Business’ Best Companies to Work For, and has been named to the IPA Top 300 Firms list.

Ferguson Wellman is one of the largest independent registerd investment advisors in the Pacific Northwest. Founded in 1975, the firm provides investment expertise to individuals, corporations, unions and nonprofits with investable assets in excess of $3 million.