Advice Driven by Advocacy®
We’re not only your financial advisor. We’re your advocate.
For 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.
The Comprehensive Role of Life Insurance: Thinking Beyond Immediate Needs
Life insurance serves a dual purpose: addressing immediate financial obligations like funeral expenses and providing long-term financial security for family members and beneficiaries. Beyond these
Minnesota Estate Tax for Florida and Arizona Residents
Earlier this year, JNBA Financial Advisors had the pleasure of hosting Chad Carr, an estate attorney and partner from Twin Cities-based firm Stadig Johnson to
Turning Uncertainty into Opportunity with Your Job Search
Professional Advice on Navigating an Unexpected Job Search with Confidence on our podcast, “Navigating Life Transitions” Navigating an unexpected job search can be overwhelming, filled