Comprehensive Financial Assessment
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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.
Learn moreCustomized Plans
Tailored to Each Client
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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
Learn moreContinuous Monitoring To Help You Achieve Your Goals
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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
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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
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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