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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 Charitable Giving

Thoughtful considerations on our podcast, “Navigating Life Transitions” When it comes to charitable giving, there are many ways – both big and small – to

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Market Update Iconic Image

What’s Normal?

In our September article Seasonal Trends, we highlighted historical market weakness that equities typically experience in the August to October timeframe, before the average strongest

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Employer Benefits & Open Enrollment

Employer benefits play a pivotal role in the overall job satisfaction and well-being of employees. These offerings, ranging from healthcare plans to retirement contributions, are

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