C&J Wealth Advisors

Specialties

C&J Wealth Advisors is an independent, fee-​based wealth management firm serving the greater Knoxville, Tri-​Cities and Oak Ridge, Tennessee areas specializing in financial planning, asset management, risk management and retirement planning.

History

Established in 1982.

The Firm was founded in 1982 and eventually became known as Investment Planning Services. In 2005, Investment Planning Services merged with Coulter & Justus Financial Services, a subsidiary of Coulter & Justus, PC, a well-​established accounting firm in Knoxville, TN. To better reflect its commitment as a fiduciary, the firm changed its name to C&J Wealth Advisors in January 2013.

Meet the Business Owner

Mark K.

Business Owner

Mark is a Certified Financial Planner™ professional and is the primary relationship manager with the Oak Ridge clientele and oversees the retirement income planning and investment management process.