Why Choose Us
A redefining client experience.
An irreplaceable partner.
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.
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 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 planning — while always looking at success through your eyes and your eyes alone. That’s the JNBA way.
As your personal Financial Advocates we will make more better by:
- Working for you, not a securities firm or investment bank.
- Operating on a non-commission, fee-only basis because it’s the right thing to do, not because it’s the trendy thing to do.
- Looking at the entire picture, not just your investments—and offer advice based on actual life experiences.
- Seeing wealth management as a marathon, not a sprint.
- Examining your portfolio every 10 business days, not just before a meeting.
- Partnering with your trusted advisors, including attorneys and CPAs.
- Being always morally and ethically responsible.
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.
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.