Your Legacy, Our Commitment

Strategic Wealth Management for you and your loved ones

You’ve worked hard to get where you are. At Roan Capital Partners, our team of financial advisors are here to help you manage and grow your wealth at every stage of your journey.

Comprehensive Financial Assessment

We believe in getting to know you and understanding what matters most to you. By completing a thorough client assessment, we gain insights into your financial goals and priorities. 

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Customized Plans 
Tailored to Each Client

We understand that each client is unique, which is why we create a customized plan just for you. There’s no “one size fits all” approach here – every financial strategy we develop is tailored to your specific needs and goals

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Continuous Monitoring To Help You Achieve Your Goals

By actively managing your financial plan, together we can make informed decisions and adjustments to stay on track and achieve your goals.

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Our mission is to attain the highest client satisfaction rating of any fee-only advisory firm in the Southeastern United States.

Roan Capital Partners

Our shared Goals

Guiding You Toward a Brighter Financial Future.

We’re a fee-only advisory firm, which means our clients’ interests come first, always.  

Our promise to you

Transparent and honest advice at every step

Tailored solutions designed to meet your unique needs

Dedicated support for your peace of mind

Our team

Financial Advisors Focused On Your Goals

Your Success, Powered By Our Experience

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.

67 years

Financial Services

61 years

Fiduciary Services

26 years

Tax Efficiency Planning

34 years

Trust Services

From the Market

Our latest Updates

Roan Capital Partners is a registered investment adviser located in Johnson City, TN and Oak Ridge, TN.  Roan Capital Partners may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Roan Capital Partners website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Roan Capital Partners website on the Internet should not be construed by any consumer and/or prospective client as Roan Capital Partners solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Roan Capital Partners with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Roan Capital Partners, please contact the state securities regulators for those states in which Roan Capital Partners maintains a registration filing. A copy of Roan Capital Partners current written disclosure statement discussing Roan Capital Partners business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Roan Capital Partners upon written request. Roan Capital Partners does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Roan Capital Partners website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.