Roan Capital Partners

Roan Capital Partners Fee-only financial advisors helping families manage and grow their wealth in Tri-Cities and beyond.

09/01/2026

Retirement, taxes, trusts, savings, investments — if you've ever found yourself wondering about any of these, you're not alone. These are some of the questions we hear most from clients.

Have a question of your own? We'd love to help you find the answer.

Schedule your free consultation:
📞 423-631-5786 (Johnson City)
📞 865-482-4211 (Oak Ridge)
📞 931-337-2962 (Crossville)
💻 www.roancp.com

08/27/2026

A complete estate plan accounts for what you owe as much as what you own.

Schedule your free consultation:
📞 423-631-5786 (Johnson City)
📞 865-482-4211 (Oak Ridge)
📞 931-337-2962 (Crossville)
💻 www.roancp.com

Scheduling a first meeting with a financial advisor can feel like a bigger step than it needs to be.Many people aren't s...
08/25/2026

Scheduling a first meeting with a financial advisor can feel like a bigger step than it needs to be.

Many people aren't sure what to expect. They wonder whether they'll be pressured to buy something, whether they need to bring documents, or whether they'll feel judged for what they don't know.

The reality is much simpler. A good first meeting is a conversation — not a sales pitch. It's an opportunity to ask questions, discuss your goals, and determine whether the advisor is the right fit for your family.

In our latest guide, we explain what typically happens during a first meeting, what you may want to bring, the questions to ask, and what comes next.

Read the full article at the link below ⬇️

https://roancp.com/what-to-expect-first-meeting/

Schedule your free consultation:
📞 423-631-5786 (Johnson City)
📞 865-482-4211 (Oak Ridge)
📞 931-337-2962 (Crossville)
💻 www.roancp.com

Not every estate plan needs a trust, but certain situations often call for one.Blended families: A trust can help ensure...
08/20/2026

Not every estate plan needs a trust, but certain situations often call for one.

Blended families: A trust can help ensure assets are distributed the way you intend, especially when balancing a spouse and children from a previous relationship.

Business ownership: A trust can help provide continuity and clarity for how a business is handled, which a will alone typically doesn't address as thoroughly.

Special needs planning: A trust can be structured to support a child or family member with special needs without affecting their eligibility for government benefits.

Significant or complex assets: Multiple properties, out-of-state holdings, or a larger estate often benefit from the added structure and privacy a trust can provide.

For simpler situations, a will may be all you need. The right answer depends on your specific circumstances.

To learn more, schedule your free consultation:
📞 423-631-5786 (Johnson City)
📞 865-482-4211 (Oak Ridge)
📞 931-337-2962 (Crossville)
💻 www.roancp.com

Our very own Rebekah Burton is officially a sophomore mom 🎉Kendall is heading back to the University of Tennessee for hi...
08/18/2026

Our very own Rebekah Burton is officially a sophomore mom 🎉

Kendall is heading back to the University of Tennessee for his second year, and we couldn't be more proud of him. Go Vols!

08/18/2026

The biggest cost of waiting to invest isn't the money, it's the time.

Compounding works by building growth on top of growth, which means the years your money is invested matter as much as how much you invest. A steady $100 a month, given enough time, grows very differently than the same amount started later.

Understanding how compounding works is the first step to building a plan that fits your goals.

Schedule your free consultation:
📞 423-631-5786 (Johnson City)
📞 865-482-4211 (Oak Ridge)
📞 931-337-2962 (Crossville)
💻 www.roancp.com

What would it take to retire 10 (or more) years earlier? Share this with someone who's thinking about retirement 📥
08/13/2026

What would it take to retire 10 (or more) years earlier?

Share this with someone who's thinking about retirement 📥

How much does it take to retire comfortably in east Tennessee? The answer depends on more than just your savings balance...
08/11/2026

How much does it take to retire comfortably in east Tennessee?

The answer depends on more than just your savings balance. Your lifestyle, Social Security benefits, housing costs, and Tennessee's tax advantages all play a role.

Our latest guide covers:
✔ Estimated retirement savings goals
✔ Monthly retirement budget examples
✔ How Social Security impacts your plan
✔ Tennessee's retirement-friendly tax benefits
✔ Common retirement planning mistakes to avoid

Read the full guide here: https://roancp.com/how-much-to-retire-east-tennessee/

Schedule your free consultation:
📞 423-631-5786 (Johnson City)
📞 865-482-4211 (Oak Ridge)
📞 931-337-2962 (Crossville)
💻 www.roancp.com

Today we're celebrating the birthday of our incredible Director of Operations, Pam Fogle!Pam is the backbone of our day-...
08/11/2026

Today we're celebrating the birthday of our incredible Director of Operations, Pam Fogle!

Pam is the backbone of our day-to-day operations and the friendly face that keeps everything running smoothly for our clients and our team. We're so lucky to have her. 💙

Join us in wishing Pam a wonderful birthday 🎂

Money habits form early, and the small lessons parents teach at home often matter more than any lesson learned later in ...
08/06/2026

Money habits form early, and the small lessons parents teach at home often matter more than any lesson learned later in life. Simple concepts like needs vs. wants, hands-on saving, and letting kids make small mistakes with a few dollars build the foundation for smart financial decisions down the road.

How do you talk with your kids about money? Let us know in the comments.

Address

Johnson City, TN

Telephone

+14236315786

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