CFS, CIS, AIF
Managing Partner, Founder
DBA, CIMA, CTFA, CIS,
Chief Investment Officer
Director of Operations
CFP, CTFA, AFIM,
Senior Advisor
CPA, PC
Senior Advisor
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Roan Capital Partners is a fee-only financial advisory firm serving families throughout East Tennessee from offices in Johnson City, Oak Ridge, and Crossville. As fiduciary advisors, we're legally and ethically committed to putting our clients' interests first, always.
Our team includes CERTIFIED FINANCIAL PLANNER™ professionals, CPAs, and investment specialists providing comprehensive financial planning, investment management, retirement planning, estate planning guidance, and tax-efficient strategies.
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.