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 help you maximize your resources. Learn More »
Who we are
Advice Driven by Advocacy®
As your advocate, we focus on achieving 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.
Tax Season Reminders
As we prepare for the upcoming tax filing season, here are a few reminders: 1099 Delivery Reminders All TD Ameritrade 1099s should be available online
Investment Committee Video Discussion: What could 2022 mean for 2023 market performance?
If we could summarize 2022’s market performance in one word, it would be “frustrating,” with negative returns across almost all asset classes, from equities to
What could the SECURE 2.0 Act mean to you?
Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress and signed by President Biden in late 2022 were many changes that will impact