Advice driven by advocacy.®
A mission to deliver a higher standard of Financial Life Planning and Asset Management.
As a JNBA client, you’ll work with a dedicated Advisory Team. This team collaborates with discipline-specific committees who have diverse backgrounds and expertise in each of our core areas. To create the most customized and integrated experience, we’ll also work closely with your other trusted partners—including insurance professionals, estate planning attorneys, and CPAs.
A plan without action is just words on a page. That’s why once we work with you to develop your customized financial life plan, we help manage the entire implementation process. Your goals are our goals. So to help you reach them, we communicate often, prioritize action items, and guide you through the full list of recommendations until they are complete all while helping to hold you and other professionals accountable along the way.