Individuals & Families

You expect a higher standard. We deliver it.

Travel the world. Retire with confidence. Send your kids or grandkids to college. Invest in an exciting new venture. Whatever you want your money to do, you also want an advisor who’s every bit as dedicated to your total financial well-being as you are.

Individuals and families come to JNBA from vastly different backgrounds, professions, and life stages. But they all have one thing in common—they’re Enlightened Investors:

  • They expect a higher standard of wealth management.
  • They’re focused on achieving results that will help them meet their unique financial goals.
  • They require a Personal Trusted Advisor who will spend the time to understand their goals, always take the long view, and act as a conscientious steward of their hard-earned assets.

Whether you’re a young professional accumulating assets, a family managing complex tax and estate strategies, or a couple nearing retirement, JNBA provides the Personal Wealth Management Services that help you build your wealth—and feel good about how you’re doing it.

WE HAVE THE RESULTS & ACCOLADES. BUT IT’S ABOUT MORE THAN THAT.

It’s about how we make you feel as a JNBA client.

VIEW OUR ACCOLADES

WANT TO EXPERIENCE THE JNBA DIFFERENCE FIRSTHAND?

Share your goals with someone who really listens.

CONTACT US FOR A COMPLIMENTARY CONSULTATION