Financial Advisors in Bonita Springs, FL

Bonita Springs Financial Advisors

With more than 45 years of experience, our financial advisory firm helps individuals and families make confident, informed decisions about their wealth. Our team at JNBA is committed to putting your best interests first as we support you with wealth management and financial planning in Bonita Springs and surrounding areas. Call our team or fill out the form to learn about how we can help you reach your financial goals.

Phone: 800.675.4793

Location: Bonita Springs, Florida

Phone Call Hours:

Monday–Thursday: 8:30 AM – 4:30 PM

Friday: 8:30 AM – 3:30 PM

Meeting Hours: By appointment only.

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Partner with a Fiduciary Financial Advisor That Puts You First

JNBA provides financial planning support for all life stages, whether you’re approaching retirement, navigating a career transition, legacy planning, or simply seeking a trusted financial partner. Our team offers personalized financial planning and investment management tailored to your goals, values, and life stage. As a fee-only firm that doesn’t sell products, you can feel confident that every recommendation is made with your best financial interests in mind.

As a fiduciary advisor serving the Bonita Springs area, we’ve built lasting relationships with clients through transparent guidance, responsive service, and a disciplined planning and investment process. This client-first approach has helped us maintain a 97% client retention rate since we began tracking it in 2001. With JNBA, you gain a long-term partner committed to supporting and guiding you through every chapter of your financial journey.