What departments does Junto Wealth have?

Junto Wealth has employees across 1 departments including Finance.

What is the largest department at Junto Wealth?

The largest department at Junto Wealth is Finance with 3 employees.

Where are Junto Wealth employees located globally?

Junto Wealth has employees across 1 continents and 1 countries including United States Of America.

How has Junto Wealth's team size changed over time?

Junto Wealth's team has remained stable from approximately 6 to 6 employees based on available data.

Junto Wealth Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Junto Wealth is an independent financial life-planning firm that views money as a tool to support meaningful life outcomes rather than as an end in itself. It serves successful individuals and families who seek a collaborative, trust-based relationship with their advisor.

Client engagement centers on a set of core services, including proactive outreach, organizational support, accountability, education, and building trust. The firm operates across five core financial planning areas—cash flow, tax and debt, risk management, portfolio management, and legacy planning. Based in Wayne, Pennsylvania, the company describes itself as a small team within the financial services industry.

Junto Wealth Global Highlights

North America
6

United States Of America
6

Junto Wealth's Leadership

S. P.
Financial Life Planner, Managing Partner
Mobile Phone
Email
C. P.
Financial Controller
Mobile Phone
Email
S. D.
Director Of Client Service
Mobile Phone
Email
E. Y.
Lead Advisor
Mobile Phone
Email
K. A.
Client Service Associate
Mobile Phone
Email
M. G.
Financial Life Planner
Mobile Phone
Email

Junto Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Business
Administrative
Analytics
Other
Arts & Design

Contact profiles from Junto Wealth

Name

Title

Contact Info

Location

Last Update

S. P.
Financial Life Planner, Managing Partner
Mobile Phone
Email
United StatesPennsylvania
Jun 08, 2026
C. P.
Financial Controller
Mobile Phone
Email
United StatesMississippi
Apr 14, 2026
S. D.
Director Of Client Service
Mobile Phone
Email
United StatesPennsylvania
Jun 01, 2026
E. Y.
Lead Advisor
Mobile Phone
Email
United StatesMississippi
Jun 02, 2026
K. A.
Client Service Associate
Mobile Phone
Email
United StatesPennsylvania
Jun 24, 2026
M. G.
Financial Life Planner
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Junto Wealth known for?

Junto Wealth was founded in 1993 operates in the Financial Services industry. The company's main headquarters is located in 656 East Swedesford Road Suite 301 Wayne, Pennsylvania 19087 United States. Explore Junto Wealth's company overview page for more information.

What is Junto Wealth's most common email format?

Junto Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Junto Wealth email formats with LeadIQ.

How many employees does Junto Wealth have currently?

Junto Wealth has approximately 6 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Junto Wealth's key employees and leadership?

As of June 2026, Junto Wealth's key employees include:

Financial Life Planner, Managing Partner: S. P.
Financial Controller: C. P.
Director Of Client Service: S. D.
Lead Advisor: E. Y.
Client Service Associate: K. A.

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Junto Wealth Employee Directory

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