Advice Driven by Advocacy®
We’re not only your financial advisor. We’re your advocate.
For more than 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.

5 Estate Planning Considerations for High-Net-Worth Individuals
Estate planning for high-net worth individuals involves many considerations beyond distributing your assets. Estate planning is often about leaving a legacy, planning for tax efficiency

Investment Committee Video Podcast: May 2025
Market conditions in April 2025 were notably volatile, with almost daily swings in market values following changes in policy and tariffs. The whiplash left consumers,

What to do when the IRS writes you
When the Internal Revenue Service (IRS) has a question about a taxpayer’s tax return, needs to request a payment or notify someone about a change