Roan Capital Partners

Roan Capital Partners Fee-only financial advisors helping families manage and grow their wealth in Tri-Cities and beyond.

Your financial needs at 25 look nothing like they do at 45. Or 65.So why would you use the same strategy for all of them...
01/09/2026

Your financial needs at 25 look nothing like they do at 45. Or 65.
So why would you use the same strategy for all of them?

Your 30s: Building wealth and tax efficiency
Your 50s: Maximizing retirement contributions and succession planning
Your 60s+: Income strategies and legacy protection

At Roan Capital Partners, we provide comprehensive planning that evolves with your life — from your first career move to your legacy.

Our Services:
✅ Investment Management
✅ Retirement Planning
✅ Tax Strategy & Planning
✅ Trust & Estate Planning
✅ Business Financial Planning
✅ Family Wealth Management
✅ Financial Behavioral Coaching
✅ Family Office Services

One partner. Every financial need. All stages of your life.
Ready to create a plan that grows with you?

Schedule your free consultation:
📞 423-631-5786 (Johnson City)
📞 865-482-4211 (Oak Ridge)
📞 931-337-2962 (Crossville)
💻 www.roancp.com

Markets closed out 2025 with solid gains — but what does that mean for your money in 2026?Looking ahead, here's what cou...
01/07/2026

Markets closed out 2025 with solid gains — but what does that mean for your money in 2026?

Looking ahead, here's what could shake things up in the next few months:

🔹Tariff policies and inflation pressures
🔹Federal Reserve rate decisions
🔹AI investment momentum
🔹Corporate earnings reports (starting soon)

The bottom line: Strong years don't guarantee smooth sailing ahead. That's exactly why having a plan — not just hoping for the best — matters more than ever.

Whether markets climb higher or hit turbulence, your financial strategy should be built to handle both.

Schedule your free consultation:
📞 423-631-5786 (Johnson City)
📞 865-482-4211 (Oak Ridge)
📞 931-337-2962 (Crossville)
💻 www.roancp.com

01/07/2026

Most retirement advice sounds nice… but leaves out the messy reality. Here’s what you really need to know before you hang it up:

1️⃣ Retirement isn’t “one and done.” Your plan needs to evolve with markets, taxes, and your life.
2️⃣ Your spending will surprise you. Many spend more in the first 5–10 years, not less.
3️⃣ Healthcare isn’t free. Medicare covers a lot — but not everything.

The truth? A good plan accounts for change, not just the day you stop working.

It’s never too early to start building your family’s future. Let’s create a plan together — schedule your free consultation:

📞 423-631-5786 (Johnson City)
📞 865-482-4211 (Oak Ridge)
📞 931-337-2962 (Crossville)
💻 www.roancp.com

Happy New Year! At Roan Capital Partners, we understand that human capital is just as important as financial capital. Ou...
01/05/2026

Happy New Year! At Roan Capital Partners, we understand that human capital is just as important as financial capital. Our commitment to building and maintaining trusting client relationships is at the core of everything we do.

We’re here to help you navigate your financial journey. Ready to kickstart your financial goals this year? Visit our website to schedule a free consultation: www.roancp.com

Prefer to talk instead? Give us a call at:
📞 423-631-5786 (Johnson City location)
📞 865-482-4211 (Oak Ridge location)
📞 931-337-2962 (Crossville location)

01/02/2026

Ready to achieve your 2026 goals? Schedule your free consultation:
📞 423-631-5786 (Johnson City)
📞 865-482-4211 (Oak Ridge)
📞 931-337-2962 (Crossville)

12/29/2025

Want to grow your savings without worrying about market ups and downs?

A CD (Certificate of Deposit) might be the low-risk tool you’ve been looking for.
It lets you lock in your money for a set period — and earn guaranteed interest in return.

It could be a good fit if:
✔️ You’re saving for something in the next 6–24 months
✔️ You want your money to grow safely
✔️ You value peace of mind over high-risk returns

Every financial decision should match your timeline, your comfort level, and your bigger goals.

Wondering how a CD fits into your overall plan?
We’ll help you make the best choice for what matters most. Schedule a free consultation today:

📞 Johnson City: 423-631-5786
📞 Oak Ridge: 865-482-4211
📞 Crossville: 931-337-2962
💻 www.roancp.com

This Christmas, we're celebrating family, health, and the moments that matter most.While you're gathered with loved ones...
12/25/2025

This Christmas, we're celebrating family, health, and the moments that matter most.

While you're gathered with loved ones, creating memories and sharing joy, we're grateful to be part of your journey — helping protect what's precious to you, today and for generations to come.

Wishing you and your family a Merry Christmas and Happy New Year!

12/23/2025

The best financial resolutions aren't resolutions at all — they're systems that help build wealth on autopilot, even when life gets chaotic.

Ready to make 2026 the year you finally take control?

Schedule your free consultation:
📞 423-631-5786 (Johnson City)
📞 865-482-4211 (Oak Ridge)
📞 931-337-2962 (Crossville)
💻 www.roancp.com

12/22/2025

You’ve worked hard to get here — but even seasoned professionals make costly retirement mistakes:
❌ Waiting too long to plan. The later you start, the fewer options you have.
❌ Overestimating investment returns. Hope is not a strategy.
❌ Ignoring lifestyle costs. Your daily life drives your budget more than the markets do.

Avoid these, and your retirement will thank you.

It’s never too early to start building your family’s future. Let’s create a plan together — schedule your free consultation:

📞 423-631-5786 (Johnson City)
📞 865-482-4211 (Oak Ridge)
📞 931-337-2962 (Crossville)
💻 www.roancp.com

Your retirement should provide more than income — it should deliver peace of mind for you and security for the generatio...
12/19/2025

Your retirement should provide more than income — it should deliver peace of mind for you and security for the generations that follow.

At Roan Capital Partners, we help families in East Tennessee create comprehensive retirement strategies that protect what you've built and preserve what matters most.

Schedule your free retirement consultation:
📞 423-631-5786 (Johnson City)
📞 865-482-4211 (Oak Ridge)
📞 931-337-2962 (Crossville)
💻 www.roancp.com

12/17/2025

With markets more unpredictable than ever, you may be wondering if your nest egg is safe.

Here's the reality: If all your money is in stocks, one bad recession could wipe out a majority of your money overnight.

The good news? There are three proven ways to protect your money in any economy:
✅ Smart diversification beyond just stocks
✅ Guaranteed income streams you can't outlive
✅ Recession-proof withdrawal strategies

Let's build a plan that protects what you've worked so hard to build.

Schedule your free consultation:
📞 423-631-5786 (Johnson City)
📞 865-482-4211 (Oak Ridge)
📞 931-337-2962 (Crossville)
💻 www.roancp.com

12/15/2025

Most people think Social Security will cover their retirement… but the reality looks different. Here’s what you need to know:

1️⃣ Social Security replaces only a portion of your income — usually 30 to 40%, not 100%.
2️⃣ Rising costs (like healthcare and inflation) can eat away at those benefits.
3️⃣ Longevity risk: living longer means you’ll need more savings than you think.

The truth? Relying only on Social Security is risky. A solid retirement plan makes sure your income keeps up with your lifestyle — not just the basics.

It’s never too early to start building your family’s future. Let’s create a plan together — schedule your free consultation:

📞 423-631-5786 (Johnson City)
📞 865-482-4211 (Oak Ridge)
📞 931-337-2962 (Crossville)
💻 www.roancp.com

Address

Johnson City, TN

Telephone

+14236315786

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