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Advice Driven by Advocacy®
As your advocate, we focus on achieving 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 trusted advisors, and a custom, focused plan to help you arrive at your personal financial destination – wherever that may be.
Recent Insights
Forbes Names JNBA Financial Advisors CEO Richard S. Brown to Best-in-State Top Wealth Advisors – Minnesota – Minneapolis Area High Net Worth List for Third Consecutive Year
For the third consecutive year, JNBA Financial Advisors Chairman and CEO Richard S. Brown has been named to the 2026 Forbes Best-in-State Top Wealth Advisors
No April Showers
Stock markets are off to a very strong start to the second quarter of 2026, having recovered all losses stemming from the conflict in the
How to Put Your House in a Trust: Guide & Considerations
For many individuals, a home represents more than a place to live. It is a meaningful part of their financial and family legacy. Understanding how
Refinancing Your Home: A Strategic Perspective Determining Whether Refinancing Aligns with Your Financial Life Plan
Refinancing a home mortgage can be a meaningful financial decision when approached thoughtfully and in the right context. For high‑income households, the question is rarely