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FUNDRAISING NEWS | July 15, 2024

Modern Wealth Management Extends Reach to the South

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Modern Wealth Management (Modern Wealth) has acquired Knoxville-based C&J Wealth Advisors, marking its ninth transaction since inception and propelling its assets under management to over $4 billion. Founded in 1982, C&J Wealth Advisors is an independent, fee-based firm specializing in tax-focused saving and investment management, managing over $260 million in assets. 

C&J Wealth Advisors serves over 300 clients in the Knoxville and Oak Ridge areas. As part of the acquisition, C&J Wealth has adopted the Modern Wealth brand and onboarded its entire team of financial professionals, with Mark King joining as Managing Director. The acquisition enhances C&J Wealth’s support in accounting, compliance, technology, and human resources, allowing better client service. Scott Smith will join Modern Wealth's investment management team, working with Stephen Tuckwood, Director of Investments. Advisors from C&J Wealth gain access to Modern Wealth’s robust investment platform for effective portfolio management. 

This acquisition marks Modern Wealth's initial expansion into the South, tapping into the rapidly growing Knoxville market. Since its launch in April last year, Modern Wealth has rapidly expanded its national presence.

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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