The Team

Roehl & Sittner Investment Advisors, LLC, is an independent wealth management firm serving individuals, qualified retirement plans, foundations and endowments. We are located in Eugene, Oregon, with the majority of our clients in Oregon, Washington and northern California. We are a federally registered advisory firm.

Our team of specialists, with more than 70 years of combined professional experience, provides our clients exceptional service and individualized attention. We are committed to helping our clients achieve their goals, whether their need is for personal retirement planning, portfolio diversification, estate asset protection, pooled pension plans, participant-directed corporate retirement options, or, as is often the case, some combination of the above.

Got plans for tomorrow? Contact Roehl & Sittner Investment Advisors, LLC.



Per investment regulations, including SEC and FINRA registration requirements, access to this site is intended for and limited to individuals residing in states in which one or more representatives are licensed. Tom Roehl, Fred Sittner, Jayman Yi, Todd Nelson, Tom Greider and Sarah Hill of Roehl & Sittner Investment Advisors, LLC are registered representatives of KMS Financial Services, Inc. (KMS) and are FINRA and/or SEC registered or exempt. KMS, a FINRA member firm, is securities licensed in all 50 states. This office is registered for securities business with residents of: AZ CA CO CT FL HI IA ID IL KY MN MO MT NC NV NY OH OR PA RI SC TX UT WA. Roehl and Sittner Investment Advisors, LLC is an independent Registered Investment Advisory firm registered in all 50 states. By proceeding further you acknowledge that you have read the disclosures above and that you are a resident in a state in which we are registered to conduct business.

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