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 help you maximize your resources. Learn More »
Who we are
Advice Driven by Advocacy®
As your advocate, we focus on achieving 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.
Leaving on a jet plane? Consider adding travel insurance to your packing list
As we approach summer, travel begins to ramp up for individuals and families. It doesn’t matter if you’re headed to Paris, Texas, or Paris, France;
Q2 Market Podcast: Feeling Comfortably Uncomfortable
From turmoil with regional banks to bonds and treasury bills providing higher-yield competition for stocks, one way to describe how many investors are feeling right
Gifting to Kids for Home Buying
Home ownership is a goal for many young people, but as interest rates have risen and property prices remain high, purchasing a home has become