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.

SECURE 2.0 Changes for 2025
At the end of 2022 and early 2023, there was plenty of buzz surrounding the omnibus spending legislation more commonly known as SECURE 2.0, which

Maximizing 2024 Contributions
Most of us are now fully immersed in 2025 and are focused on the year ahead. However, as tax season approaches, it is a good

Investment Committee Video Discussion: 2025 Outlook
2024 brought us rising yields, a strong dollar, and a headline-grabbing presidential election. How do these events, along with other key factors, guide investment strategies