We founded Juniper Financial Group of Thrivent because we saw too many good people — families, business owners, nonprofit leaders, and mission-driven individuals — settling for financial advice that focused only on products and returns, without ever asking what the money was actually for.

We wanted to build something different: a firm where financial planning starts with a real conversation about what matters most to our clients, and then builds outward from there. Our goal is to help the people we work with see their financial strategy not just as a personal plan, but as a way to create impact — through their businesses, their communities, and the families and causes they care about.

Through thoughtful planning, education, and long-term partnership, Juniper helps clients simplify complex financial decisions and build strategies that grow, protect, and ultimately transfer wealth with purpose. The firm’s approach intentionally bridges personal values, organizational goals, and financial resources so clients can move forward with clarity and confidence.

At its core, Juniper Financial Group exists to help clients build enduring wealth and use it intentionally for the people and causes that matter most.