Juno Financial Group LLC

Juno Financial Group provides personalized wealth advisory services, investment management, and financial planning to individuals, high net worth individuals, retirement plans, corporations, trusts, estates, non-profit organizations, and foundations. Juno generally manages portfolios on a discretionary basis, meaning the firm makes trades on your behalf without needing prior approval for each transaction. The firm begins by reviewing your financial position and investment objectives to design a tailored asset allocation strategy. Portfolios may include individual stocks, bonds, mutual funds, exchange-traded funds, and separate account managers using specialized strategies like direct indexing. Juno primarily employs long-term strategies but incorporates short-term or tactical allocations when appropriate. Clients with more than $1,000,000 in assets under management receive comprehensive financial planning included at no additional cost, while clients with smaller portfolios can access planning through subscription fee arrangements starting at $2,500 for the first year. The firm also provides retirement plan consulting services for employer-sponsored plans.