Services – Roan Capital Partners

Our services

What we do

We offer a wide range of services to help guide you at each stage of your financial journey.

Investment Management

We use smart strategies that align with your goals and risk tolerance, while continuously monitoring to keep your portfolio on track.

Family Wealth Management

Our planning process helps families establish financial strategies that support preserving and growing wealth across multiple generations.

Retirement planning

It’s never too early or too late to start planning a comfortable retirement. We provide guidance on income strategies to help support financial stability throughout retirement

Business Financial planning

Every business needs a solid plan to grow profitably. We’ll help create strategies that take care of both your business and your employees.

financial behavioral coaching

We provide educational resources on topics such as how to spot a good deal and avoid financial pitfalls.

trust and estate planning services

Planning for the future includes ensuring that your estate and legacy are structured to your wishes. We’ll help organize your financial affairs to ensure your loved ones are supported according to your wishes.

family office

We provide a centralized approach to managing your family’s financial and personal affairs, all tailored to your unique goals and legacy planning.

Talk to Advisor

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.