Juno Financial Group
Juno Financial Group is an independent, SEC-registered investment advisory firm in Richmond, VA, offering retirement plan management (ERISA 3(21)/3(38) fiduciary services) and comprehensive wealth planning for employers, individuals, families, and the special needs community.
- Company typePrivate
- Founded2018
- HeadquartersRichmond, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Juno Financial Group does
Juno Financial Group is an independent, SEC-registered investment advisory firm headquartered in Richmond, Virginia, providing retirement plan management and comprehensive wealth planning services. The firm serves two primary client segments: employers and plan sponsors seeking ERISA 3(21) and 3(38) fiduciary services, and individuals and families seeking personalized financial planning, tax-aware investment strategies, and retirement income optimization. A specialized Special Needs Financial Planning practice addresses trust structures, ABLE accounts, and government benefits protection for families with special needs dependents.
The firm's service stack is built around four core offerings (Retirement Plan Services, Investments, Financial Planning, and Special Needs Financial Planning) supported by a multi-topic Resource Center with educational content, calculators, videos, a Financial Glossary, and a dedicated Bleacher Talk blog on special needs topics. Technology is not proprietary; the firm relies on third-party custodial and portal platforms including Wealthscape Investor, Your Wealth Management (eMarkplan), and Schwab Alliance for client account access and reporting.
Juno operates on a recurring investment advisory fee model, typically charged as a percentage of assets under management or as flat fees for financial planning, with pricing determined through client consultations rather than publicly disclosed schedules. The firm uses a sales-led go-to-market with direct advisor engagement, on-site employee education and enrollment meetings for plan sponsors, and content marketing (quarterly market commentary, resource center) as a top-of-funnel driver. The 9-person team is founder-led by CEO Paul J. Melnick, Jr. (30+ years industry experience), with the Melnick family holding multiple key roles, and the firm is privately held with no disclosed institutional backing.
Juno Financial Group firmographics
Firmographics- Name
- Juno Financial Group
- Legal name
- Juno Financial Group
- Website
- https://junofinancialgroup.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Juno Financial Group is an independent, SEC-registered investment advisory firm in Richmond, VA, offering retirement plan management (ERISA 3(21)/3(38) fiduciary services) and comprehensive wealth planning for employers, individuals, families, and the special needs community.
- Ownership category
- akta.pro rank
Juno Financial Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)
- akta.pro secondary industries
- Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Fee-Based Advisory (FSAEAAAM), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
Keywords
Where Juno Financial Group is headquartered
LocationHeadquarters
- HQ city
- Richmond
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Juno Financial Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Fees: As a registered investment adviser with the SEC, Juno Financial Group generates revenue through investment advisory fees. These are typically charged as a percentage of assets under management (AUM) or as flat fees for financial planning services. The firm provides ERISA fiduciary services for retirement plans and comprehensive wealth planning for individuals and families.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Investment advisory services with customized fee structures |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Juno Financial Group product offering
Product offeringCore offering
Juno Financial Group is an independent registered investment adviser that provides retirement plan management for employers (including ERISA 3(21) and 3(38) fiduciary services, plan design, quarterly/annual reviews, and employee education) and comprehensive wealth planning for individuals and families (investments, retirement income, tax-aware strategies, insurance, and estate planning). It also delivers specialized financial planning for families and individuals with special needs, leveraging special needs trusts, ABLE accounts, and government benefits coordination. Revenue is generated through investment advisory fees, typically as a percentage of assets under management or flat planning fees.
Product overview
Juno Financial Group is an independent financial advisory firm offering a unified wealth management platform centered on retirement plan management for employers and comprehensive wealth planning for individuals and families. The core offerings include Retirement Plan Services (with ERISA 3(21) and 3(38) fiduciary services), Investments, Financial Planning, and Special Needs Financial Planning. These are supported by client-facing Resource Centers covering Retirement, Estate, Investment, Insurance, Tax, Money, and Lifestyle topics, along with a Financial Glossary and a specialized Bleacher Talk blog for special needs planning. The firm also provides client portal integrations with third-party wealth management platforms including Wealthscape Investor, Your Wealth Management, and Schwab Alliance.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Plan Services Provides ERISA 3(21) and 3(38) investment fiduciary services, quarterly investment reviews, annual plan reviews, customized plan design, employee education and enrollment meetings, individual financial wellness consultations, and plan compliance consulting for employer plan sponsors.
- Investments Disciplined and independent investment process focused on individual client objectives with tax-aware strategies, including access to opportunities beyond traditional stocks and bonds such as commodities, real estate, and alternative investments, for individual and family clients.
- Financial Planning Builds dynamic financial plans for individuals and families, creates strategies to optimize income sources during retirement, follows regulatory trends, and assesses insurance needs including life, disability, and long-term care.
- Special Needs Financial Planning Collaborates with families to develop comprehensive special needs financial plans, leveraging special needs trusts and ABLE accounts for efficient asset transfer and tax management, while protecting and optimizing government benefits such as Medicaid, SSDI, and SSI.
Companies that use Juno Financial Group
Customer profileSegments3 records
Ideal customer profiles3 records
Juno Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Juno Financial Group partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights4 records
Juno Financial Group competitors and assessment
Company assessmentBroad incumbents
- Carson Group: Carson Group is a large national RIA and wealth management firm that offers retirement plan services, investment advisory, and financial planning to individual and business clients. It is comparable as a more scaled, platform-enabled RIA that competes in the same employer retirement plan and individual wealth segments Juno serves.
- Commonwealth Financial Network: Commonwealth is an independent broker-dealer and RIA support platform that provides retirement plan services, investment advisory, and practice management tools to independent advisors. It is comparable as a larger independent channel competitor serving the same employer-plan and individual-wealth niches Juno targets.
- Cambridge Investment Research: Cambridge is a large independent broker-dealer/RIA supporting financial advisors in retirement plan services, wealth management, and financial planning. Comparable as a scaled alternative that competes for the same independent advisor affiliations and plan-sponsor relationships.
- Mariner Wealth Advisors: Mariner is a national RIA offering comprehensive wealth planning, retirement plan services, and specialty practices including special needs planning. Comparable as a more scaled RIA that overlaps directly with Juno's retirement and individual wealth practice areas, including the special needs niche.
- Edelman Financial Engines: Edelman Financial Engines is one of the largest independent RIAs in the U.S., focused on retirement plan participants and individual wealth management. Comparable as a dominant scaled player competing in the same employer-plan and individual-wealth segments Juno serves.
- Cetera Financial Group: Cetera is a network of independent broker-dealer and RIA firms offering retirement, investment, and planning services. Comparable as an independent channel competitor where Juno advisors might affiliate and as a competing service provider for plan sponsors.
Direct peers
- Savant Wealth Management: Savant is an independent, fee-only RIA providing retirement plan services, investment management, tax, and financial planning to individuals and business clients. Closely comparable to Juno in business model, service mix, and mid-sized independent RIA positioning.
- Plante Moran Financial Advisors: Plante Moran Financial Advisors is the RIA arm of Plante Moran, providing retirement plan advisory, investment management, and financial planning to individuals and businesses. Comparable as a mid-sized RIA offering the same mix of employer-plan fiduciary services and individual wealth planning that Juno delivers.
- Beacon Pointe Advisors: Beacon Pointe is an independent, fee-only RIA providing comprehensive wealth planning, investment management, and retirement plan services. Comparable as a similarly positioned independent RIA competing in retirement plan advisory and individual wealth management.
Regional players
- Hilltop Wealth Advisors: Hilltop Wealth Advisors is a Mid-Atlantic independent RIA offering retirement plan services, investment management, and financial planning to individuals and businesses. Comparable as a regional RIA competitor with a similar service mix and employer-plan focus, though operating in a different geographic territory.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Juno Financial Group social profiles
Digital presenceJuno Financial Group compliance and trust
Trust signalCompliance2 records
Juno Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Juno Financial Group leadership team
Management profileNumber of profiles
Profiles9 records
Juno Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Juno Financial Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Juno Financial Group
What does Juno Financial Group do?
Juno Financial Group is an independent registered investment adviser that provides retirement plan management for employers (including ERISA 3(21) and 3(38) fiduciary services, plan design, quarterly/annual reviews, and employee education) and comprehensive wealth planning for individuals and families (investments, retirement income, tax-aware strategies, insurance, and estate planning). It also delivers specialized financial planning for families and individuals with special needs, leveraging special needs trusts, ABLE accounts, and government benefits coordination. Revenue is generated through investment advisory fees, typically as a percentage of assets under management or flat planning fees.
Is Juno Financial Group a public or private company?
Juno Financial Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Juno Financial Group founded?
Juno Financial Group was founded in 2018. It employs 1 to 10 people.
Where is Juno Financial Group based?
Juno Financial Group is headquartered in Richmond, United States, in the North America region.
How does Juno Financial Group make money?
One revenue line is on record: investment Advisory Fees.
Who are Juno Financial Group's main competitors?
Broad incumbents on record are Carson Group, Commonwealth Financial Network, Cambridge Investment Research, Mariner Wealth Advisors, Edelman Financial Engines and Cetera Financial Group. Direct peers are Savant Wealth Management, Plante Moran Financial Advisors and Beacon Pointe Advisors. Hilltop Wealth Advisors is listed as a regional player.
Does Juno Financial Group have an API?
No public API is recorded for Juno Financial Group.
What industry is Juno Financial Group in?
Juno Financial Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAACAF, Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)), with a secondary code of FSAAACAE, Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers). Its NAICS code is 523940 and its SIC code is 6282.