Client Access  |  Careers & Advisory Teams

Duluth Financial Advisors

JNBA has been serving individuals and families with wealth management services in Duluth, MN, for over a decade. At JNBA, our fiduciary financial advisors are dedicated to always putting your best interests first, a commitment reflected in our 97% client retention rate since 2001. Connect with us today by filling out the form or giving us a call to explore how we can help you achieve your financial goals.

Phone: 218.249.0044

Address: 324 West Superior St., Suite 200
Duluth, MN 55802

Phone Call Hours:

Monday–Thursday: 8:30 AM – 4:30 PM

Friday: 8:30 AM – 3:30 PM

Saturday–Sunday: Closed

Meeting Hours: By appointment only.

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A Fiduciary Financial Advisor That Puts Your Interests First

JNBA provides personalized 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. As a fee-only firm, we won’t try to sell you products, and you can trust that our guidance is always centered on your best financial interests. 

As a locally rooted fiduciary, we’ve earned the trust of clients across the Duluth area by delivering transparent advice, attentive service, and a disciplined planning and investment approach. With JNBA, you gain a long-term partner who evolves with you, offering support and insight through every chapter of your financial journey. 

Our suite of wealth management services includes

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Tax Planning Strategies
  • Legacy Planning Guidance
  • Charitable Giving Strategies
  • Evaluating Insurance Options

Looking for financial guidance that aligns with your unique path? Schedule a no-obligation call with one of our Duluth advisors.

Duluth, MN Financial Advisory Team