Roan Capital Partners

Finance · Tennessee, United States · 1-10 Employees

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Overview

Headquarters

208 Sunset Dr Ste 504, Johnson City, Ten...

Phone Number

(423) 631-5786

Revenue

<$5 Million

Industry

Finance Securities Trading

About Roan Capital Partners

Roan Capital Partners is a fee-only financial advisory firm dedicated to serving families in East Tennessee, with offices in Johnson City, Oak Ridge, and Crossville. The firm specializes in retirement planning, investment management, estate planning, and tax-efficient strategies, ensuring that clients' interests are prioritized as fiduciary advisors. Their team, which includes CERTIFIED FINANCIAL PLANNER professionals and CPAs, focuses on creating customized financial plans tailored to each client's unique goals. Roan Capital Partners is committed to providing transparent and honest advice, fostering trusting relationships to help clients achieve long-term financial security.Explore more
Roan Capital Partners's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Roan Capital Partners Org Chart

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JK
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Chief Investment Officer

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Managing Partner

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Senior Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Roan Capital Partners

<$5M
1-10
Private
-
2018
JK
Jeffrey KastnerChief Investment Officer
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
1993
BF
Brett FryManaging Director
<$5M
1-10
Private
-
-
MT
Melody TownsendPresident & Senior Financial Advisor & Founder & CEO
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Roan Capital Partners Tech Stack

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Frequently Asked Questions Regarding Roan Capital Partners

What is Roan Capital Partners's official website?
Roan Capital Partners's official website is www.roancp.com
What is Roan Capital Partners's Revenue?
Roan Capital Partners's revenue is <$5 Million
What is Roan Capital Partners's SIC code?
Roan Capital Partners's SIC: 62,628
What is Roan Capital Partners's NAICS code?
Roan Capital Partners's NAICS: 52,523
How many employees does Roan Capital Partners have?
Roan Capital Partners has 1-10 employees
What industry does Roan Capital Partners belong to?
Roan Capital Partners is in the industry of: Finance, Securities Trading
What is Roan Capital Partners competition?
Roan Capital Partners top competitors include: Wealth Advisory Services, Townsend Financial Planning, Forteris Wealth Management, Fulcrum Wealth Advisors
What technology does Roan Capital Partners use?
Some of the popular technologies that Roan Capital Partners uses are: WordPress.org, Cloudflare Website Optimization, GoDaddy DNS, GoDaddy SSL Certificates
How do I contact Roan Capital Partners?
Roan Capital Partners contact info: Phone number: (423) 631-5786 Website: www.roancp.com
What does Roan Capital Partners do?

Roan Capital Partners is a fee-only financial advisory firm dedicated to serving families in East Tennessee, with offices in Johnson City, Oak Ridge, and Crossville. The firm specializes in retirement planning, investment management, estate planning, and tax-efficient strategies, ensuring that clients' interests are prioritized as fiduciary advisor... s. Their team, which includes CERTIFIED FINANCIAL PLANNER professionals and CPAs, focuses on creating customized financial plans tailored to each client's unique goals. Roan Capital Partners is committed to providing transparent and honest advice, fostering trusting relationships to help clients achieve long-term financial security.Read More

What are Roan Capital Partners social media links?
Roan Capital Partners Linkedin page Roan Capital Partners Facebook page
Is Roan Capital Partners a public company?
Roan Capital Partners is private company therefore does not currently have an official ticker symbol
See more information about Roan Capital Partners

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