Advice Driven by Advocacy®
We’re not only your financial advisor. We’re your advocate.
For over 40 years, JNBA Financial Advisors has championed a client-first philosophy. As an independent fee-only fiduciary advisor, we pride ourselves on delivering customized financial life planning and investment strategies that are designed to maximize your resources. Learn More »
Who we are
Advice Driven by Advocacy®
As your advocate, we focus on helping you achieve your goals above all else. We take time to understand your pain points, passions, principles, and pursuits. We use this knowledge to develop custom, actionable, and efficient strategies to drive progress toward your goals. The result? Ongoing communication, collaboration with other professionals, and a custom, focused plan to help you arrive at your personal financial destination – wherever that may be.
WHO WE SERVE
An Advocate Throughout All Stages of Life
INSIGHTS
Sharing our perspective on topics that matter.
Navigating the Challenges of Having Difficult Conversations
The latest episode of “Navigating Life Transitions” Money and wealth can often bring unforeseen challenges. Whether it’s discussing future inheritances with children, navigating the sale
Navigating Market Trends and Investment Opportunities in 2024
As we reflect on the first quarter of 2024, there are key driving forces behind market movements and how they have impacted diversified portfolios. In
SECURE 2.0 Changes for 2024
At the end of 2022 and early 2023, there was plenty of buzz surrounding the omnibus spending legislation more commonly known as SECURE 2.0, which