A complete list of active advisors currently associated with Juno Financial Group LLC

Warmer can help you find a great advisor at Juno Financial Group LLC or one who fits your needs even better.

Juno Financial Group LLC provides financial planning and investment advisory services to individuals, high‑net‑worth clients, retirement plans, corporations, trusts, estates, non‑profits, and foundations. The firm is a team of five advisors that manages approximately $542 million in discretionary assets and serves about 305 client relationships. The firm’s process begins with a comprehensive review of a client’s financial position and investment objectives and typically implements tailored asset allocation through model portfolios, separately managed accounts and third‑party managers. Portfolios are constructed from individual equities, fixed income, mutual funds, and ETFs and may incorporate strategies such as direct indexing and tax‑loss harvesting; Juno generally manages accounts on a discretionary basis and conducts regular reviews. Notable features disclosed in the brochure include the firm’s use of client testimonials in its advertising, a practice that is uncommon among comparable team firms, and an offering of subscription financial planning for clients with assets below its wealth‑management threshold. Juno also discloses its recommendation of Charles Schwab as custodian and the receipt of Schwab’s institutional services and support, which the firm identifies as a potential conflict of interest to be considered by clients.

To learn more about the advisors currently working at Juno Financial Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.