Junto Wealth Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Junto Wealth is an independent financial life planning firm. Our drive is to help you achieve the best possible life with the money you have, viewing money as a means to make a life, rather than using lives to make money.

We work with successful individuals and their families who share the desire to build a healthy and collaborative relationship. As a financial friend, we engage our clients in Essential Services that are critical to success - Pro-Activity, Organization, Accountability, Education, and Friendship - and we operate across five Financial Pillars with technical expertise: Cash Flow, Tax & Debt, Risk Management, Portfolio Management, and Legacy Planning.

Together, we help to achieve a rewarding life.

Learn more at www.juntowealth.com

Investment Advisory products and services are being offered through Almanack Investment Partners, LLC an SEC registered investment advisor. For additional information about Almanack Investment Partners, LLC, please visit www.adviserinfo.sec.gov

Find Junto Wealth employees' phone numbers or email addresses

Junto Wealth Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    7

Junto Wealth's Leadership

  • Stylized image of a person
    S. P.
    Financial Life Planner, Managing Partner
    Phone icon
  • Stylized image of a person
    C. P.
    Financial Controller
    Phone icon
  • Stylized image of a person
    S. D.
    Director Of Client Service
    Phone icon
  • Stylized image of a person
    E. Y.
    Lead Advisor
    Phone icon
  • Stylized image of a person
    K. A.
    Client Service Associate
    Phone icon
  • Stylized image of a person
    M. G.
    Financial Life Planner
    Phone icon

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
  • Stylized image of a person
    S. P.
    Financial Life Planner, Managing Partner
    Phone icon
    United StatesPennsylvania
    Feb 19, 2026
  • Stylized image of a person
    C. P.
    Financial Controller
    Phone icon
    Oct 21, 2025
  • Stylized image of a person
    S. D.
    Director Of Client Service
    Phone icon
    United StatesPennsylvania
    Mar 15, 2026
  • Stylized image of a person
    E. Y.
    Lead Advisor
    Phone icon
    United StatesPennsylvania
    Oct 22, 2025
  • Stylized image of a person
    K. A.
    Client Service Associate
    Phone icon
    United StatesPennsylvania
    Sep 10, 2025
  • Stylized image of a person
    M. G.
    Financial Life Planner
    Phone icon
    Oct 23, 2024

Frequently Asked Questions

What is Junto Wealth known for?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Junto Wealth has approximately 7 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Junto Wealth's key employees and leadership?

Minus sign iconPlus sign icon

As of March 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.