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Roan Capital Partners

Roan Capital Partners is an independent, fee-only, boutique advisory firm. We are proud to be the first NAPFA registered investment advisory firm in the Tri-Cities region. We feel that human capital is as crucial as financial capital, and building and maintaining trusting client relationships is at the forefront of who we are. We focus on developing a true understanding of our clients’ financial goals so that we are able to prioritize, plan and position our clients to best meet their objectives.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Rebekah Burton, CFP®, CTFA
NAPFA-Registered Financial Advisor

Associates at this Office

Joy Garland, CFS®
NAPFA Associate
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

208 Sunset Dr Ste 504 Johnson City, TN 37604-2526 Phone: +1 (423) 631-5786

Primary Office

208 Sunset Dr Ste 504 Johnson City, TN 37604-2526 Phone: +1 (423) 631-5786