Roan Capital Partners

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

Most parents don't realize that pulling from a 401(k) to help pay for tuition triggers three penalties at once: income t...
06/03/2026

Most parents don't realize that pulling from a 401(k) to help pay for tuition triggers three penalties at once: income taxes, early withdrawal fees, and decades of lost compound growth.

The smarter approach is a clear funding order — scholarships, 529s, then federal loans — that covers tuition without ever touching retirement.

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

Did you know waiting to claim Social Security until age 70 could increase your monthly benefit by up to 76%?For East Ten...
06/01/2026

Did you know waiting to claim Social Security until age 70 could increase your monthly benefit by up to 76%?

For East Tennessee near-retirees, this single decision can add tens of thousands of dollars to your lifetime retirement income. But the right strategy looks different for every family — and getting it wrong is permanent.

We broke it all down in our latest guide for Tennessee retirees. Read the full article at the link below ⬇️

www.roancp.com/social-security-claiming-strategies-tennessee

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

05/29/2026

Whether you're carrying student loans, a mortgage, or credit card debt, the right plan handles your specific situation strategically.

Here's how:
✅ Tackle high-interest debt first
✅ Protect cash flow for living expenses
✅ Keep emergency savings intact
✅ Stay invested so compounding keeps working

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

05/27/2026

Want to grow your savings without worrying about market ups and downs?

A CD (Certificate of Deposit) might be the low-risk tool you’ve been looking for. It lets you lock in your money for a set period — and earn guaranteed interest in return.

It could be a good fit if:
✔️ You’re saving for something in the next 6–24 months
✔️ You want your money to grow safely
✔️ You value peace of mind over high-risk returns

Wondering how a CD fits into your overall plan? We’ll help you make the best choice for what matters most. Schedule a free consultation today:

📞 Johnson City: 423-631-5786
📞 Oak Ridge: 865-482-4211
📞 Crossville: 931-337-2962
💻 www.roancp.com

This Memorial Day, we pause to honor the brave men and women who made the ultimate sacrifice for our freedom. Their lega...
05/25/2026

This Memorial Day, we pause to honor the brave men and women who made the ultimate sacrifice for our freedom. Their legacy reminds us what truly matters — family, community, and the future we build together.

From all of us at Roan Capital Partners, thank you 💙

05/22/2026

At Roan Capital Partners, we help East Tennessee families design estate strategies that protect their legacy and their loved ones. As a fee-only fiduciary firm, our only job is your family's peace of mind.

Don't let the state write your legacy. Let's plan it together.

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

Even if you maintain the same exact lifestyle, inflation makes sure everything comes with a bigger price tag.At a 3% ave...
05/20/2026

Even if you maintain the same exact lifestyle, inflation makes sure everything comes with a bigger price tag.

At a 3% average inflation rate, $1,500 in groceries today becomes $2,700 in 20 years — and over $3,600 in 30 years.

"Enough saved" isn't the finish line. The real goal is a portfolio that grows and stays *ahead* of rising costs, year after year.

Don't let inflation decide your retirement. Let's build a plan that stays ahead of it.

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

Your 30s and 40s are not just busy years...they're the most financially consequential years of your life.The decisions y...
05/18/2026

Your 30s and 40s are not just busy years...they're the most financially consequential years of your life.

The decisions you make during this window — and the ones you put off — will shape the next few decades for you and the people you love most.

The good news? Starting now makes more of a difference than most people expect.

Read the full article: www.roancp.com/true-cost-no-financial-plan-tennessee

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

Worried you're missing something important in your financial plan?A comprehensive financial assessment from Roan Capital...
05/15/2026

Worried you're missing something important in your financial plan?

A comprehensive financial assessment from Roan Capital Partners helps you:

✅ Know your starting point — goals and where every dollar goes
✅ Protect what you have — risk management and tax efficiency
✅ Build what's next — investments, retirement, and estate planning
✅ Stay on track for life — peace of mind and life-change adjustments

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

05/13/2026

Planning to sell or transfer your business? It may be the biggest financial decision of your life.

Here are the 4 questions every business owner must answer:
✅ Valuation — what is your business actually worth?
✅ Tax structure — which transfer keeps the most in your pocket?
✅ Wealth protection — will the proceeds fund the life you want next?
✅ Legacy continuity — who carries the business forward?

The best exits are planned 3-5 years in advance. At Roan Capital Partners, we help East Tennessee business owners plan tax-efficient transitions that protect their wealth and honor their legacy.

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

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Johnson City, TN

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+14236315786

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