We’re not only your fiduciary financial advisor. We’re your advocate.
For more than 45 years, JNBA Financial Advisors has championed a client-first philosophy. As an independent fee-only fiduciary advisor, we pride ourselves on delivering customized financial life planning and investment strategies that are designed to maximize your resources. Learn More »
Who we are
Advice Driven by Advocacy®
As your advocate, we focus on helping you achieve your goals above all else. We take time to understand your pain points, passions, principles, and pursuits. We use this knowledge to develop custom, actionable, and efficient strategies to drive progress toward your goals. The result? Ongoing communication, collaboration with other professionals, and a custom, focused plan to help you arrive at your personal financial destination – wherever that may be.
WHO WE SERVE
An Advocate Throughout All Stages of Life
INSIGHTS
Sharing our perspective on topics that matter.
Philanthropic Financial Planning: 5 Considerations for Your Personal Giving Strategy
In today’s world, philanthropy is more than just an act of kindness; it can also be a powerful financial strategy. When thoughtfully integrated into your
Add goals and values into your personal financial plan with these four steps
A personalized financial plan goes beyond mere numbers. It intertwines your personal values, goals, and aspirations with your financial decisions. This tailored approach ensures that
Long-term Care Insurance: Navigating When and How to Use Benefits
Millions of Americans have purchased long-term care insurance, which can be used to offset the high costs of health care or assisted living due to
