Why Choose Us

Why Choose Us

Their ‘new approach’ has been our approach for nearly 40 years.

Yes, we’re a fiercely independent Registered Investment Advisor (RIA) that is a fiduciary who will always act in your best interest. We have a unique story, impressive longevity, and a hard-to-match 96% client retention rate. But it all starts with a set of principles and practices that we’ve used to raise the bar in financial advising for nearly 40 years.

We Deliver a Higher Standard of Comprehensive Planning and Asset Management

Considering the fact that financial relationships tend to be both complex and interdependent, we believe that truly effective wealth management must be both integrated and comprehensive.

From genuine curiosity and motivation to know your goals and needs, to thorough analysis to uncover opportunities, to customizing strategies and recommendations with your best interests in mind, we don’t stop there. We go farther. Our team sees that those recommendations get executed on your behalf, working along side you, or pulling in other professionals as necessary. Our Personal Trusted Advisory Teams take accountability to make sure the realization of those strategies and recommendations happen, and then keep refining and adjusting strategies as life and goals evolve. That’s the JNBA way.

 

As your Personal Trusted Advisors, we:
  • Work for you, not a securities firm or investment bank.
  • Operate on a non-commission, fee-only basis because it’s the right thing to do, not because it’s the trendy thing to do.
  • Look at the entire picture, not just your investments—and offer advice based on actual life experiences.
  • See wealth management as a marathon, not a sprint.
  • Examine your portfolio every 10 business days, not just before a meeting.
  • Partner with your existing trusted advisors, including attorneys and CPAs.
  • Are always morally and ethically responsible.

Want to experience the JNBA Difference first-hand? Contact us today to share your goals with someone who really listens—and see how we can achieve them together.

What We Stand For

JNBA stands for a higher standard of financial advising. Personal. Trusted. Independent. Comprehensive. Ethical. Transparent. Attentive. Human. We stand against getting paid by anyone other than you. We don’t believe in gaudy short-term gains at the expense of long-term goals. And we believe that rather than faceless algorithms making decisions on your behalf, financial advice should come from people who really know you.

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