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Modern Wealth - Knoxville

EST. AUM
$269,854,719

CONTACTS
4

CLIENT ACCOUNTS
30,617

Firm Details

Metro area Knoxville
CRD Number
Website modwm.com
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Overview

C&J Wealth Advisors is an independent, fee-based wealth management firm serving Knoxville and Oak Ridge, Tennessee since 1982. Their commitment begins with an understanding and appreciation that clients have worked hard for the assets they have accumulated and they deserve experienced advisors with a deep sense of integrity, fiduciary responsibility, and care. These values permeate every client relationship and are the foundation of their success. The firm was acquired by Modern Wealth in July 2024.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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