At JNBA, we strive to inspire confidence and contribute to your financial well-being by providing the best care to every client through highly personalized and integrated wealth management expertise and advocacy. More than a mission statement, it’s a partnership promise. One we stake our record, our reputation, and our remarkable client retention rate (97%) on.
Considering the fact that financial relationships tend to be both complex and interdependent, we believe that truly effective wealth management must be continuous, comprehensive, and perfectly coordinated. At JNBA, we pledge to mentor your money and guide every mile of your wealth journey, from initial assessment, to retirement planning, to investment and risk management, to tax and estate & legacy planning — while always looking at success through your eyes and your eyes alone. That’s the JNBA way.
Would you like 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.
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.