About Us

At Junkin & Co., a trusted wealth management firm based in Burton, Ohio, we put your interests first. We deliver expert, unbiased guidance in insurance planning, asset preservation, and legacy building—helping you secure your financial future with confidence.

Protecting What Matters Most to You

In today’s complex world marked by evolving tax laws, regulatory changes, and economic uncertainty, we partner with you to safeguard your hard-earned assets. Drawing on sophisticated planning strategies and exclusive access to top-tier carriers and insurance products, we craft tailored solutions that fit your unique needs.

Our network of esteemed professionals in law, accounting, tax, and financial services ensures comprehensive support. Whether you’re qualifying for benefits, minimizing taxes, avoiding probate, or protecting your estate from creditors and long-term care costs, we guide you every step of the way.

About Us

Junkin & Co. is a firm of independent advisors who believe our clients’ aspirations come first. Our practice is designed around tailored service and a driving desire to make a difference in the lives of those we work with. We use strategies that are best suited for your family’s unique needs. Misinformation can have a heavy impact on your well-being as well as your pocketbook.

To overcome the challenges created by changing tax laws, regulatory environment and economic and financial conditions, we combine the most sophisticated planning techniques with an unrivaled portfolio of carriers and insurance products. We have dozens of skilled professionals under our umbrella that navigate law, accounting, property and casualty, and financial services. Our team can help sort through the requirements you must meet and help you qualify for benefits while protecting your assets and your legacy.

Our Mission

We believe in timeless principles: honesty, integrity, and keeping promises made. “Promises made, promises kept” is more than a motto, and it is the foundation of everything we do.

From individuals seeking straightforward estate plans to multimillion-dollar families and businesses with sophisticated requirements, we serve clients at every level. Thousands have trusted us through challenging times, achieving outcomes that often exceed their expectations—preserving wealth, reducing tax burdens, and securing legacies for generations.

As a boutique firm, we offer the personalized attention you deserve. We treat every client with the respect and care we’d extend to our own family, ensuring you feel informed, empowered, and at ease throughout the process.

We provide clear explanations—both verbal and written—along with ongoing education and annual reviews to adapt your plan to life’s changes.

As a “small business”, we provide a high level of personal attention. We understand that many people are hesitant to consult with planners for a variety of reasons. Some folks are made to feel inadequate, or they are concerned about being taken advantage of based on a prior experience. We do our best to make people feel comfortable, and we pledge to treat every client fairly, respectfully, and honestly, the same way we would treat our own mothers and fathers.

We will understand your concerns and explain our options verbally and in writing. If you have questions or remain uncertain about our explanations, please let us know. We want you to be an informed consumer when it comes to planning issues. An annual review will be conducted to keep you aware of current situations, or make recommendations to your original plan, if needed, to meet unforeseeable circumstances and provide education throughout the course of our relationship as it relates to your planning issues.

Over the course of many years, we have received a variety of professional awards and honors, of which we are truly grateful. However, there is no honor more valuable than that of having a client tell us how much they appreciated our compassion, our honesty, our integrity, our attention to detail, and our complete professionalism at all levels.

Why Choose Junkin & Co.?

You deserve a partner dedicated to protecting your wealth and building a lasting legacy. Our experienced team proactively identifies risks you may not see, freeing you to enjoy the fruits of your labor.

We specialize in:

  • Estate Planning
  • Medicare Guidance
  • Insurance Planning


No award compares to the gratitude of clients who value our compassion, attention to detail, and unwavering professionalism.

Take the Next Step Toward Financial Peace of Mind

Ready to protect your assets and secure your legacy? Contact us today for personalized guidance.

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Schedule a Consultation

Whether you are refining your estate strategy, optimizing insurance coverage, or planning for financial independence, our team is equipped to provide the guidance you require. Reach out to initiate your personalized plan.

440-834-4881