Roan Capital Partners

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Johnson City, TN
Roan Capital Partners

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

11/19/2025

Meet Joy Garland, our Managing Partner and Founder 🌟

A lifelong Tri-Cities resident with over 30 years of experience, Joy has been helping individuals and families build brighter financial futures throughout East Tennessee. As a CIS™, CFS®, and AIF®, she was recognized as "Best Financial Planner" by the Kingsport Readers' Choice Awards from 2013-2019.

Her biggest financial advice? Start sooner and contribute way more than just the match. Every percentage point matters when time is on your side.

Joy made sure her own kids didn't repeat the same mistake — they're putting in more than the match and building wealth decades ahead of where she was at their age.

When she's not guiding clients, you'll find Joy hiking, traveling, or spending time with her husband Scott and their pets — two dogs (Chloe & Shelby) and a cat named Gordon! 🐶🐱

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

11/14/2025

Most people miss out on thousands in tax savings simply because they don't know about these year-end strategies:

✅ Maximize retirement contributions (save $1,000s+ depending on your bracket)
✅ Tax-loss harvesting (turn investment losses into tax savings)
✅ Strategic charitable giving (give more, owe less)

Here's the thing: these opportunities don't roll over. December 31st is the deadline, and after that, you're locked into paying full price.

Don't leave money on the table. Let's review your situation and find every dollar you can keep.

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

11/12/2025

Year-end donations can reduce your taxes — but only if you follow the rules and act before December 31st.

What you need to know:
✅ Donate to IRS-recognized 501(c)(3) charities
✅ Itemize deductions to claim the benefit
✅ Keep all receipts and documentation
✅ Complete donations by December 31st

The deadline matters: Credit card charges must process, checks must be mailed, and transfers must complete by year-end to count for 2025 taxes.

Strategic charitable giving means supporting causes you love while legally minimizing your tax burden. But without proper planning, you could leave significant tax savings on the table.
Ready to make your year-end giving count?

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

11/11/2025

Today, we honor the brave men and women who served our country with courage and dedication.

If you're a veteran or have a veteran in your family, you've already made sacrifices most of us can't imagine. You've protected our freedom — now it's time to protect your financial future.

Many veterans face unique financial challenges: navigating VA benefits, military pensions, healthcare costs, and ensuring their families are secure after a lifetime of service.

Let us help you create a financial strategy that gives you the peace of mind you've earned.

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

11/10/2025

Estate planning isn’t just for the wealthy — it’s for anyone who wants to protect their assets, provide for their loved ones, and ensure their wishes are honored.

⚠️ If you don’t have an estate plan, state laws will decide for you.

Don’t leave your legacy to chance! A proper estate plan protects your family from unnecessary stress and financial burden. If you don’t have one yet — or if it needs updating — we can help.

Schedule a free consultation to get started today at www.roancp.com.

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

11/07/2025

A lifelong Kingsport resident and East Tennessee State University graduate, Rebekah is a Certified Financial Planner professional with over 18 years in the financial services industry. She's passionate about building lasting relationships and being a trusted advisor to her clients.

Rebekah's best financial advice? "You don't need to be wealthy to start investing. You just need to start."

Say hello to Rebekah next time you're in one of our 3 office locations — or reach out to schedule a consultation:
📞 423-631-5786 (Johnson City)
📞 865-482-4211 (Oak Ridge)
📞 931-337-2962 (Crossville)
💻 www.roancp.com

On Center Yoga Open Doors Coffeehouse

11/05/2025

Comprehensive financial planning means more than just managing investments. 📊

At Roan Capital Partners, we offer a full range of services to guide you at every stage of your financial journey — from building wealth to protecting your legacy.

Our services include:
✅ Investment Management
✅ Family Wealth Management
✅ Retirement Planning
✅ Business Financial Planning
✅ Financial Behavioral Coaching
✅ Trust & Estate Planning
✅ Family Office

Whether you're just starting out, approaching retirement, or planning for future generations, we're here to help you navigate it all with confidence.

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

10/31/2025

What's scarier than Halloween? Not knowing if your retirement savings will last. 👻

While ghouls and ghosts disappear after tonight, financial worries can haunt you for years. Running out of money in retirement. Unexpected medical costs. Market volatility wiping out your nest egg.

The good news? These fears don't have to keep you up at night.

A solid financial plan turns those nightmares into peace of mind — protecting your family's future and giving you confidence for the decades ahead.

Don't let financial fear haunt your future. Schedule your free consultation:
📞 423-631-5786 (Johnson City)
📞 865-482-4211 (Oak Ridge)
📞 931-337-2962 (Crossville)
💻 www.roancp.com

10/29/2025

Don't wait for disaster to find the gaps in your financial safety net. Schedule your free consultation:
📞 423-631-5786 (Johnson City)
📞 865-482-4211 (Oak Ridge)
📞 931-337-2962 (Crossville)
💻 www.roancp.com

10/28/2025

Did you check your 401(k) this week? If so, you probably smiled at the numbers:
🔹The S&P 500 and Dow Jones are rallying hard thanks to positive U.S.-China trade news.
🔹Asian markets like Japan's Nikkei are hitting record highs.
🔹The Federal Reserve is about to cut rates for the first time in months.

It's all good news — except for the nagging voice in your head asking: "What happens when this rally ends?"

Market rallies feel great, but they can create false confidence. The real question isn't "Should I chase these gains?" It's "Will my retirement income strategy hold up when markets inevitably correct?"

At Roan Capital Partners, we help East Tennessee families build portfolios designed for all seasons — up markets, down markets, and everything in between.

Whether markets are climbing or falling, your retirement deserves a strategy built on planning, not hope. Schedule your free consultation:
📞 423-631-5786 (Johnson City)
📞 865-482-4211 (Oak Ridge)
📞 931-337-2962 (Crossville)
💻 www.roancp.com

10/27/2025

The news cycle is short-term. Your goals are not.

When markets swing, we help clients stay calm, stay focused, and stay confident. Here's how:

1️⃣ Focus on long-term goals
Volatility is normal in the short term, but over time the market tends to trend upward. Revisit your investment goals and remind yourself why you’re invested in the first place—whether it’s retirement, a home, or building wealth. Staying focused on long-term outcomes helps reduce emotional reactions to short-term noise.

2️⃣ Limit portfolio check-ins
Constantly watching market movements can amplify stress and lead to impulsive decisions. Set a rule to check your investments weekly or monthly instead of daily. Let the market do its thing while you stick to your strategy.

3️⃣ Reframe market dips as opportunity
Market dips can be a chance to buy quality assets at lower prices. If you have a strong cash position or are dollar-cost averaging, volatility can actually work in your favor. Think like a value investor - volatility isn't always risk, sometimes it's a gift.

Ready to embrace strategy over stress, no matter what the news cycle says? Schedule a free consultation at www.roancp.com or call us at:
📞 423-631-5786 (Johnson City location)
📞 865-482-4211 (Oak Ridge location)
📞 931-337-2962 (Crossville location)

10/24/2025

Not all financial advisors are fiduciaries — but we are.

As fiduciaries, we're legally and ethically obligated to put your best interests ahead of commissions or sales goals. This means you can trust that our advice is truly aligned with your financial goals and aspirations.

Whether you're planning for retirement, investing for the future, or managing your estate, we're here to provide transparent and objective guidance.

Want to work with someone who genuinely has your back? Let's chat and create a strategy tailored just for you! 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)

Address

Johnson City, TN

Telephone

+14236315786

Website

http://roancp.com/

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