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.
Navigating Medicaid and Medical Assistance
Navigating healthcare finances can feel overwhelming, especially when it comes to understanding what benefits you qualify for and how to access them. In our latest
When to Invest
When working with our clients, one of the most common questions we face in portfolio management is: when is the right time to invest? Whether
Embracing the Empty Nest
Have you recently found yourself with an “empty nest?” Many parents and guardians are met with this new reality as children launch into young adulthood
