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.
How to Calculate Your Required Minimum Distribution & Answers to Common Questions
If you own a retirement account, chances are you’ve already encountered the term “required minimum distribution” or RMD. However, familiarity with the basics doesn’t always
Continued Strength
Following last quarter’s blockbuster earnings season, U.S. corporations delivered another quarter of exceptionally strong results. With nearly all S&P 500 constituents having reported results, over
Video Discussion: Inside the JNBA Investment Committee
Did you know that JNBA’s investment decisions are made through a collaborative investment committee rather than by a single person? It’s part of our team