Roan Capital Partners Email Format
Financial ServicesTennessee, United States2-10 Employees
Roan Capital Partners is a fee-only fiduciary financial services firm offering personalized financial planning and investment management to individuals, families, and business owners. The firm focuses on helping clients build, grow, and protect wealth, emphasizing a client-centered approach to managing finances. Based in the Tri-Cities area with additional presence in Oak Ridge, Tennessee, the company positions itself within the financial services industry as a trusted advisor prioritizing fiduciary responsibility and tailored guidance. The organization operates from a small professional team serving the local market, providing services that address planning, asset management, and wealth preservation needs for its client base.