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.
Watch out for these tax scams!
Taxation can be a complex landscape, rife with potential pitfalls and scams that unsuspecting individuals and businesses may encounter. Here we delve into the IRS’s
Self-Employed Retirement Savings
Self-employed individuals inherently make a lot of decisions on a daily basis. One decision that can seem daunting but should not be overlooked is what
Planning care for loved ones with special needs
Considerations and expert advice on this episode of “Navigating Life Transitions” How do you help ensure a bright future for loved ones with special needs,