We're not only your fiduciary 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.
Maximizing Retirement Savings for High-Income Earners
For high-income earners, the journey to a secure retirement often involves navigating complex financial landscapes. Traditional retirement savings options, while valuable, may not be sufficient
Video Discussion: Staying Focused in 2025’s Dynamic Market
The first half of 2025 has included significant market volatility, especially around early April. Now, as Q2 comes to an end and markets have evened
Overview of New Tax Laws
On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law. This legislation primarily addresses the scheduled expiration of key
