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ABOUT
Roan Capital Partners

Roan Capital Partners is a boutique, independent, registered investment advisory firm. They were the first NAPFA registered fee only financial advisory firm in Johnson City.

Our focus is on authentic relationships, leveraging technology and enabling our clients to be the best stewards of their resources as possible. We believe in prudent expertise, technical knowledge, and providing objective value.

Investment management, up to date consistent timely professional advice, and a coach who is vested in your priorities all matter. The combination of all these components is greater than the sum of the parts individually. We believe the greatest value is not any investment alone or any singular plan; but a combination of both paired with a genuine relationship.

This is why we started the first fee only financial advisory firm in Johnson City.

Firm Credentials
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MISSION & VISION
What We Believe

Mission Statement: To foster trusting client relationships, leverage technology and education to create strategies that enable our clients to be the best possible stewards of their financial resources.

Vision: To attain the highest client satisfaction rating of any fee-only advisory firm in the Southeastern United States.

In the fee only financial advisory industry, there are many extreme viewpoints, much like society as a whole. Many firms think there is no need to change or evolve, while others solely rely on technology to do it all. At Roan Capital Partners, we believe that the sum of a trusting relationship, along with custom and credible wealth coaching, financial planning, and investment management, is best. While we engage the latest technology, we see it as a collaborative tool when building strategy. We understand that it does not serve as a replacement for personal interaction and connection.

Getting to know our clients and developing a true understanding of who they are and what drives their financial goals is the foundation of what we do.

OUR TEAM
Meet Our Dedicated Partners
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James R. Ferguson III, CFP®, AIF® |  Managing Partner, Co-Founder  |  jferguson@roancp.com  |  423.631.5759

James was born and raised in the small town of Rock Hill, South Carolina. After graduating with Honors with a degree in finance from The Citadel, James’ career growth landed him in nearly every metro area of the East Coast. James was named “40 Under Forty” in 2017 by The Business Journal of Tri-Cities TN/VA for his contributions to business and the community. He graduated with an MBA from the University of Virginia Darden School of Business in 2019. Find him on LinkedIn.

CERTIFIED FINANCIAL PLANNER™ – CFP® Board

NAPFA Registered Financial Advisor

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Joy Garland, CFS, CIS, AIF®  |  Managing Partner, Co-Founder  |  jgarland@roancp.com  |  423.631.5786

Joy was born and raised in Bristol, and is a lifelong resident of the Tri-Cities area having lived in Johnson City for the last 30 years. After attending East Tennessee State University with a focus on Finance and Accounting, Joy now has 25+ years of experience in the industry and was named “Best Financial Planner” in 2013-2018 by The Kingsport Times Readers Choice Awards. Find her on LinkedIn.

CIS™, Certified Income Specialist

CFS®,Certified Fund Specialist

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Pam Fogle  |  Director of Operations  |  pfogle@roancp.com  |  423.863.5512

Pam was born and raised in Gate City, where she attended Gate City High School. She has lived the last 30 years in Kingsport. Pam has 20+years of experience in the administration and client relationship industry. She has also served in Operational and Leadership roles both at work and in her church. Pam loves to sing and is part of the worship team at her church. She enjoys spending time with her husband of 29 years and her sweet Yorkie, Jaxon, and hanging out at the pool with friends and family.

CONTACT US
We Can Help

Roan Capital Partners (“RCP”) is a registered investment adviser offering advisory services in the State of Tennessee and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by RCP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of RCP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.