Roan Capital Partners

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

At Roan Capital Partners, we offer comprehensive financial services built around one goal: helping you plan with confide...
09/22/2026

At Roan Capital Partners, we offer comprehensive financial services built around one goal: helping you plan with confidence at every stage — all backed by fee-only, fiduciary advice.

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

09/17/2026

If you have a pension, you'll likely face one of the biggest decisions of your retirement: take it as a lump sum, or as annuity payments for life.

A lump sum gives you control and flexibility. An annuity gives you guaranteed income.

Whichever way you're leaning, it helps to talk it through with someone who can look at your full financial picture.

Schedule your free consultation:

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

09/15/2026

Startups often offer equity to employees, but a lot of people don't realize what that actually means: holding shares or options makes you an investor, with real questions to ask.

Type of equity, vesting schedule, strike price, expiration date, and taxes all shape whether your equity works for you or against you.

Not sure where to start? Let's walk through it together.

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

More people are turning to AI tools to budget, run projections, and answer quick financial questions — and for a lot of ...
09/10/2026

More people are turning to AI tools to budget, run projections, and answer quick financial questions — and for a lot of that, it works well.

But AI can't sit with you through a decision that doesn't have one right answer. It won't know your family, catch what's changed since your last conversation, or talk you off the ledge during a market drop.

So where's the line? Our latest guide breaks down what AI tools handle well, where they fall short, and what a fee-only fiduciary advisor offers that no algorithm can.

Read the full article at the link below ⬇️
https://roancp.com/ai-vs-human-financial-advisor/

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

Today we're celebrating our incredible Senior Advisor, Rebekah Burton!Rebekah brings expertise, warmth, and genuine care...
09/09/2026

Today we're celebrating our incredible Senior Advisor, Rebekah Burton!

Rebekah brings expertise, warmth, and genuine care to every client she serves, and our team wouldn't be the same without her.

Join us in wishing Rebekah a wonderful birthday! 🎂

Most retirement calculators give you a single number. The real answer depends on your Social Security, your lifestyle, w...
09/08/2026

Most retirement calculators give you a single number. The real answer depends on your Social Security, your lifestyle, whether your mortgage is paid off, and Tennessee's unique tax structure.

Read the full breakdown here → www.roancp.com/how-much-to-retire-east-tennessee

And if you're looking for even more retirement advice, schedule your free, no-obligation consultation:
📞 423-631-5786 (Johnson City)
📞 865-482-4211 (Oak Ridge)
📞 931-337-2962 (Crossville)
💻 www.roancp.com

Summer's winding down, but these recipes are worth keeping around. 🍽️As Labor Day weekend rounds out the summer season, ...
09/04/2026

Summer's winding down, but these recipes are worth keeping around. 🍽️

As Labor Day weekend rounds out the summer season, our team wanted to share a few tried-and-true favorites from our own kitchens:
🍗 Rebekah's crack chicken
🥒 Joy's homemade pickles
🌱 Pam's roasted asparagus
🫐 Pam's blueberry simple syrup

Whether you're firing up the grill one last time or just want something easy for the long weekend, we hope one of these makes it onto your table.

Happy Labor Day from all of us at Roan Capital Partners!

Some things are just always worth the money (or time). Here's what our advisors say makes the list — and it's a good rem...
09/03/2026

Some things are just always worth the money (or time).

Here's what our advisors say makes the list — and it's a good reminder that a well-lived life isn't only about the numbers. It's a morning cup of coffee. An afternoon on the water. A good book, a good nap, an evening with the people you love most 💙

We help our clients plan for the future — but we also believe the little things along the way matter just as much.

What's always worth the money to you? Let us know in the comments.

09/01/2026

Retirement, taxes, trusts, savings, investments — if you've ever found yourself wondering about any of these, you're not alone. These are some of the questions we hear most from clients.

Have a question of your own? We'd love to help you find the answer.

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

08/27/2026

A complete estate plan accounts for what you owe as much as what you own.

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

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Johnson City, TN

Telephone

+14236315786

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