JNBA's fee only financial advising helps individuals and families plan for the a bright future.

Individuals / Families

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JNBA's fee only financial advising helps individuals and families plan for the a bright future.

Businesses

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 JNBA has established a disciplined investment process and customized solutions that can result in better risk-adjusted returns for endowments and foundations

Nonprofit

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 JNBA’s Family Office Advisor Team takes a holistic approach, assessing nearly every aspect of our clients professional and personal lives, including family financial services, administrative services, governance support, philanthropy, gift giving, and lifestyle management support

Family Office

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We’re not just financial advisors.
We’re your financial advocates.

  • That’s why we say we “Make more better.” A true advocate is devoted to delivering a greater level of care for your financial well-being, a higher standard of personal service, and an unwavering commitment to look out for your interests – and your interests alone.
  • This also reinforces our ground-breaking advocacy-first philosophy started by CEO and Chairman Richard Brown’s mother, Judi, when she founded the firm nearly 40 years ago.
  • We take a continuous, comprehensive, and coordinated approach to wealth management. Within a pioneering, no-conflict-of-interest fiduciary model.
  • The results? A better understanding of your pain points, passions, principles and pursuits. A better alignment of the right team for you and your life goals. Better ongoing communication and collaboration with your other most trusted advisors. And a better feeling deep down inside.

See how we can make more better for you.

WE HAVE THE RESULTS & ACCOLADES. BUT IT’S ABOUT MORE THAN THAT.

It’s about how we make you feel as a JNBA client.

VIEW OUR ACCOLADES

WANT TO EXPERIENCE THE JNBA DIFFERENCE FIRSTHAND?

Share your goals with someone who really listens.

CONTACT US FOR A COMPLIMENTARY CONSULTATION