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
INSIGHTS
Sharing our perspective on topics that matter.
Medicare Open Enrollment: Changes and Dates to Know
Medicare Open Enrollment for 2025 is just around the corner, running from October 15 to December 7, 2024. During this time, Medicare participants can review
Q3 2024 Market Update
As Recently Shared with JNBA Q3 2024 Statements. Rate cuts arrive, but what does it mean? Markets continued to perform well through Q3, with a
Sunset of the 2017 Tax Cuts and Jobs Act
With the presidential election upon us in just a few short weeks, you may be asking yourself what tax changes may be on the horizon.