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 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.
When your mission is to help people achieve their financial life goals, realize their dreams, and reach their full potential, community involvement comes naturally. And at JNBA, when we get involved, we don’t just go to meetings and write checks. We dig in and get to work. We volunteer. We initiate. We lead. And we strive every day to make a measurable difference in people’s lives.
In the winter, we even Plunge—and in Minnesota, that takes some serious commitment.
As an added bonus, our community involvement informs our ability to help you establish strategies around your own philanthropy. Because we know from experience: The best way to do well is by doing good.