We're not only your fiduciary financial advisor. We're your advocate.
For more than 45 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.
The 101 on Your 529 Plan
After years of putting funds away for the future, your student is off to college and ready to access funds in their 529 plan. But
Pulse Check
After a tumultuous first half of the year, markets steadied in July with the S&P 500 hovering near all-time highs while foreign equities continue to
Navigating the Search for a Retirement Community
In planning for retirement, it’s easy to let our minds wander towards beaches and palm trees or whatever the picture of our dream lifestyle represents.
