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.
A Change in Leadership
October highlighted a meaningful change beneath the surface of financial markets. Economic growth and corporate earnings remained resilient, but persistent inflation, higher interest rates, and
Understanding Charitable Remainder Trusts & When to Use Them
What if you could support the causes you care about and generate income for yourself or your loved ones, all from the same financial strategy?
Medicare Open Enrollment Reminders for 2027
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