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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.

2025 Numbers to Know

As we look forward to 2025, now is a great time to review the changes that will impact your retirement plan contribution limits, gifting limits,

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What’s next?

After a historic week following the results of the 2024 Presidential election, markets and investors have naturally shifted their focus to what happens next. From

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