JNBA Financial Advisors
JNBA Financial Advisors is an independent, fee-only fiduciary wealth management firm that has been individuals and families for more than 45 years. Driven to help guide people through life's most important decisions, our advice driven by advocacy® approach delivers customized financial life planning and investment strategies to help optimize clients' resources.
For over four decades JNBA has successfully built upon its core values by revolutionizing the team approach, committing time and resources to developing multi-generational teams, and onboarding new tools and technologies. Led today by the founder's son, Chairman & CEO Richard S. Brown, and his wife, President Kim Brown, JNBA has become a nationally recognized firm and is one of the few fiduciary and fee-only wealth management firms in the Duluth area.
We review client portfolios every 10 business days and proactively drive the planning process, including complex strategy development and implementation with estate, tax, and risk professionals as appropriate. Our approach has been instrumental in building and maintaining long-term relationships with our clients. Since we began tracking in 2001, JNBA has maintained a client retention rate of more than 97 percent.
To learn more about how advice driven by advocacy® could help you, begin a conversation with our team by contacting us today.
Please see important disclosure information at www.jnba.com/disclosure
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