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.
Your 2025 Tax Return: Important Planning Considerations
JNBA requests your 2025 tax returns to provide well-rounded and accurate financial planning advice. If you have not previously signed a Tax Professional Authorization form,
1099 Notes and Reminders
1099 Delivery Reminders Most Schwab 1099s should be available online by the end of this month (February 27). SOME ACCOUNTS MAY NOT RECEIVE A TAX
What is a Power of Attorney?
When it comes to estate planning, many people focus on wills and trusts. However, there’s another legal document that plays a crucial role in a