Roan Capital Partners

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

Most retirement calculators give you a single number. The real answer depends on your Social Security, your lifestyle, w...
09/08/2026

Most retirement calculators give you a single number. The real answer depends on your Social Security, your lifestyle, whether your mortgage is paid off, and Tennessee's unique tax structure.

Read the full breakdown here → www.roancp.com/how-much-to-retire-east-tennessee

And if you're looking for even more retirement advice, schedule your free, no-obligation consultation:
📞 423-631-5786 (Johnson City)
📞 865-482-4211 (Oak Ridge)
📞 931-337-2962 (Crossville)
💻 www.roancp.com

Summer's winding down, but these recipes are worth keeping around. 🍽️As Labor Day weekend rounds out the summer season, ...
09/04/2026

Summer's winding down, but these recipes are worth keeping around. 🍽️

As Labor Day weekend rounds out the summer season, our team wanted to share a few tried-and-true favorites from our own kitchens:
🍗 Rebekah's crack chicken
🥒 Joy's homemade pickles
🌱 Pam's roasted asparagus
🫐 Pam's blueberry simple syrup

Whether you're firing up the grill one last time or just want something easy for the long weekend, we hope one of these makes it onto your table.

Happy Labor Day from all of us at Roan Capital Partners!

Some things are just always worth the money (or time). Here's what our advisors say makes the list — and it's a good rem...
09/03/2026

Some things are just always worth the money (or time).

Here's what our advisors say makes the list — and it's a good reminder that a well-lived life isn't only about the numbers. It's a morning cup of coffee. An afternoon on the water. A good book, a good nap, an evening with the people you love most 💙

We help our clients plan for the future — but we also believe the little things along the way matter just as much.

What's always worth the money to you? Let us know in the comments.

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 📥

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Johnson City, TN

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+14236315786

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