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Advice Driven by Advocacy®

We’re not only your financial advisor. We’re your advocate.

For 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

Career Building

As your partner, we help do the financial heavy lifting and walk through decision points, so you are free to focus on what’s most important to you.

Balancing Abundance

You're finding yourself with more resources to enjoy life and less time to do so. As your advocate, we come to the table with well-researched options designed to achieve your goals.

Financial Independence

Don’t worry, we’re here to help ensure all aspects of your retirement, tax, and estate planning are well cared for and working to provide a secure future for you and your loved ones.

Life Stage Family and Business Transitions Photo

Family & Business Transitions

You’ve spent your life working to build something great, and now it’s time to step back and enjoy life. We help you plan for the next generation by working to ensure you have the right resources and structure in place.

Women in Transition

Regardless of where you are in your financial journey, we’ll be by your side to help you make smart financial decisions that put you on the path toward your new future.

INSIGHTS

Sharing our perspective on topics that matter.

Barron’s Names JNBA Financial Advisors CEO, Richard S. Brown, a Top 100 Independent Financial Advisor for 10th Consecutive Year

Cärin Viertel, Director of Client Services November 19, 2024

As we celebrate JNBA’s 45th year in business, we are excited to share that for the tenth year in a row, Barron’s has named CEO

What’s next?

Investment Committee November 8, 2024

After a historic week following the results of the 2024 Presidential election, markets and investors have naturally shifted their focus to what happens next. From

Navigating Open Enrollment for 2025

Financial Planning Committee November 8, 2024

As we enter open enrollment season, it’s easy to fall into the habit of simply renewing last year’s elections. However, open enrollment is an excellent