Client Access  |  Careers & Advisory Teams

Individuals & Families

Your advocate through all of life’s stages and transitions.

Whether you are currently focused on building your career, are managing the complexities of work and family, or have reached financial independence, we are here as your advocate and long-term partner. While every journey is different, each has distinct challenges and opportunities. 


Life Stage

Career Building

When your priorities include working at a demanding job with potentially raising a family on top of that, there’s not much time left to worry about your finances. As your partner, we help do the financial heavy lifting and outline solutions so you are free to focus on what’s most important to you. Our goal is to help you feel informed, empowered, and confident that your finances are effectively working to achieve your long-term goals.

Now is a perfect time to start working with an advisor to plan for the future, yet it can be difficult to get started. At JNBA, we understand that your time is precious, so we make the transition as simple and streamlined as possible. Ongoing, we’re available any time you need us through in-person meetings, video conferences, calls, and email. Our goal is to help you structure your finances to effectively support you and your family long into the future.

Life Stage

Balancing Abundance

As your career and family progress, you may find yourself with more resources to enjoy life and less time to do so. As your kids prepare for college and your parents age, spending quality time with loved ones is more important than ever. That’s why you need a partner to help you efficiently and effectively manage all aspects of your financial life.

As your advocate, we come to the table with well-researched options designed to achieve your goals. When working directly with your other professionals, such as your CPA and estate planning attorney, we can help coordinate all aspects of your financial life so you can focus on more important things. Ongoing, we’re there whenever you need us. We’re your advocate in planning for the future while navigating the challenges of today.

Life Stage

Group 12

Financial Independence

You’ve saved, invested, and strategically planned for this moment. Now is the time to enjoy all the fruits of your labor, whether that means retirement or choosing a whole new professional path. You still face financial challenges and may be wondering if you missed out on an opportunity or failed to plan for a crucial piece of your retirement. Don’t worry, we’re here to help ensure all aspects of your retirement, tax, and estate planning are well cared for and working to provide a secure future for you and your loved ones.

You’ve reached the peak of your financial mountain. Now you need a trusted advocate to help you strategically climb down the other side. JNBA is here for you.

Life Stage

Group 13

Family and Business Transitions

You’ve spent your life working and sacrificing to build something great, and now it’s time to step back and enjoy life. We help you plan for the next generation of family or business owners by working to ensure you have the right resources and structure in place.

At JNBA, we provide a concierge-level of service to help manage all the complexities of your financial life and investments. We serve as an advocate for your entire family by working with multiple family members across generations to coordinate any business and personal finances. We also take on daily administrative duties, so you’re free to enjoy all that life has to offer. Our goal is to support you and your family through whatever challenges you may face.

Life Stage

Group 14

Women in Transition

Women experiencing life transitions face unique financial challenges. Whether you’ve recently experienced a divorce, the loss of a spouse or partner, or a major career change, you need the trusted support and guidance of an advisor who understands how goals and values may have changed for this next chapter of life.

At JNBA, we have a rich history of helping women navigate a wide range of financial challenges and opportunities. Founded by a woman with a goal of helping other women navigate life transitions, JNBA evolved over the decades to helping individuals and families from a variety of backgrounds go through a wide range of life events. Today, our multigenerational team continues to leverage and build upon those experiences while always keeping the client’s best interests at the forefront. 

Regardless of where you are in your financial journey, we’ll be by your side to help you make smart financial decisions that put you on the path toward your new future.