Advice Driven by Advocacy®
We’re not only your financial advisor. We’re your advocate.
For over 40 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.
Q3 Market Podcast: Seasonal Trends
This week, the Federal Reserve left interest rates unchanged, which has many hopeful for an economic “soft landing.” Is this possible amongst the recent weaknesses we’ve
Seasonal Trends
To listen to JNBA’s recent Market Update podcast featuring discussion and commentary from the Investment Committee, click here. For more insights and complimentary visual charts,
Your Investment Accounts are now custodied at Charles Schwab & Co., Inc.
Earlier this month your investment accounts managed by JNBA were moved to Schwab. JNBA’s role as your financial advisor has not changed with Schwab being