Junkin & Company, Inc.

Junkin & Company provides personalized financial planning and investment advisory services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and pension and profit‑sharing plans. The firm also offers seminars and educational workshops, including an Investor Coaching Series, and assists clients by selecting and referring them to third‑party money managers.

The firm's investment approach is grounded in the Efficient Market Hypothesis, Modern Portfolio Theory and the Fama‑French three‑factor model, with an emphasis on global diversification, equity allocations aligned with risk tolerance, and periodic rebalancing. Rather than providing continuous discretionary portfolio management itself, Junkin & Company typically recommends unaffiliated advisers to implement long‑term, passive‑oriented strategies on clients’ behalf.

Noteworthy aspects include that the principal is a licensed insurance agent and the firm may offer commissionable insurance products and annuities alongside advisory services, a relationship the brochure discloses as a potential conflict of interest. The firm is also uncommon among peers for routinely delivering low‑cost or no‑cost public and corporate workshops and for offering pension/qualified retirement plan consulting while relying on fee‑sharing arrangements with selected third‑party managers rather than direct portfolio management.