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

Career Building

As your partner, we help do the financial heavy lifting and walk through decision points, so you are free to focus on what’s most important to you.

Balancing Abundance

You're finding yourself with more resources to enjoy life and less time to do so. As your advocate, we come to the table with well-researched options designed to achieve your goals.

Financial Independence

Don’t worry, we’re here to help ensure all aspects of your retirement, tax, and estate planning are well cared for and working to provide a secure future for you and your loved ones.

Family & Business Transitions

You’ve spent your life working to build something great, and now it’s time to step back and enjoy life. We help you plan for the next generation by working to ensure you have the right resources and structure in place.

Women in Transition

Regardless of where you are in your financial journey, we’ll be by your side to help you make smart financial decisions that put you on the path toward your new future.

INSIGHTS

Sharing our perspective on topics that matter.

Medicare Open Enrollment Reminders for 2027

Financial Planning Committee October 12, 2026

Medicare Open Enrollment for 2027 begins October 15, 2026, and runs through December 7, 2026. During this time, Medicare beneficiaries can review and make changes

Video Discussion: What to Watch Ahead of and Through Midterm Elections

Investment Committee October 12, 2026

With the midterm elections just weeks away, investors have been weathering a barrage of headlines and political commentary with several key considerations including interest rates, oil prices, geopolitics, artificial intelligence, and corporate earnings.

The Market’s Balancing Act

Investment Committee October 4, 2026

As the third quarter draws to a close, investors are navigating a market shaped by competing forces. Corporate earnings remain remarkably strong, economic growth has