C&J Wealth Advisors
C&J Wealth Advisors is an independent, fee-based wealth management firm serving Knoxville, Oak Ridge, and surrounding East Tennessee areas since 1982. Our commitment begins with an understanding and appreciation that you’ve worked hard for the assets you’ve accumulated and you deserve experienced advisors with a deep sense of integrity, fiduciary responsibility, and care. These values permeate every client relationship and are the foundation of our success.
Our staff is comprised of a talented team of certified professionals in financial planning and investment management, who work together to provide an unsurpassed level of service to every client. Our focus is utilizing our fiduciary capacity to help clients achieve their goals and enjoy their lives.
Financial Planning ● Asset Management ● Risk Management ● Retirement Planning
Our Principles in Financial Planning:
- Financial planning covers a broad area of topics across the lifecycle of wealth, including wealth accumulation, wealth distribution, and wealth transfer.
- Effective financial planning isn’t a one-time event, but an ongoing interactive process that adjusts over time in conjunction with changes in client circumstances.
- We implement customized and comprehensive financial plans so clients can confront the future with confidence and clarity, no matter where they are on the lifecycle of wealth.
Our Principles in Asset Management:
- Successful client outcomes begin with an investment philosophy that recognizes and controls risk so that client wealth is compounded efficiently over time.
- Our investment philosophy is a reflection of our convictions in value investing, a proven, time-tested way to improve long-term investment returns.
- Our goal is to produce competitive long-term investment returns with less volatility than a passively managed index fund.