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.

We are a Third Party Administration and Consulting firm headquartered in Eugene, Oregon. We provide administration, regulatory compliance, fiduciary guidance and high touch service to businesses sponsoring Defined Contribution plans in the Pacific Northwest. We have been in operation since 1986. Our firm has an excellent reputation for service, quality and expertise.