Fee-Only Financial Advisors Serving East Tennessee Families
Losing sleep over what the future holds? You’re not alone. At Roan Capital Partners, our fee-only fiduciary advisors provide honest guidance focused on helping you create the financial future you want for yourself and your family.
With offices in Johnson City, Oak Ridge, and Crossville, we serve East Tennessee families navigating retirement planning, investment management, estate planning, and more with comprehensive strategies designed to protect what matters most: your family’s future.
The Fee-Only Advantage
Why Work with Us
No commissions, no conflicts
Unlike commission-based advisors, we’re compensated only by you—never by selling financial products. This means every recommendation serves your interests, not ours.
Local presence, deep expertise
With offices throughout East Tennessee, we’re here when you need us — whether you’re in Johnson City, Oak Ridge, Crossville, or surrounding communities.
Our mission is to attain the highest client satisfaction rating of any fee-only advisory firm in the Southeastern United States.
Roan Capital Partners
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.
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
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.
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 SERVICES
How We Help
Your financial goals are personal. Your plan should be too. From navigating retirement transitions to coordinating complex estate strategies, we provide comprehensive guidance focused on what matters most: your family’s long-term financial security and peace of mind.
Retirement Planning
Investment Management
Family Wealth Management
Estate Planning
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
With 3 convenient office locations, our team is ready to help you reach your financial goals:
