Health | Wealth | Planning

Our Mission

At NIV Advisors, we use our expertise to empower individuals and organizations with innovative tailored strategies for financial well-being and strategic success.

For individuals, financial planning is about more than just numbers; it’s about creating a life plan that reflects your values and aspirations. Our goal is to help you build a healthy relationship with your financial life.

For business owners, we understand that your employees are not just the backbone of your company—they’re the heart of it. Providing thoughtful employee benefits isn’t just the right thing to do; it’s one of the most powerful ways to build a strong, successful company. We’re passionate about helping business owners create benefits programs to attract and retain top talent and foster a culture of care, loyalty, and engagement.

Welcome to NIV Advisors

At NIV Advisors, founded by Yaniv and his dedicated team, we provide comprehensive financial advisory services tailored to meet your unique needs. As a Prudential office, we leverage a wealth of experience and resources to guide you through every aspect of your financial journey.

Located in Columbia, MD, our mission is to empower individuals and businesses with clear, actionable financial strategies. Whether you’re looking to plan for your future, optimize employee benefits, manage your wealth, or ensure you’re adequately insured, we offer expert solutions to help you achieve your goals.

At NIV Advisors, we use our expertise to empower individuals and organizations with innovative tailored strategies for financial well-being and strategic success.

For individuals, financial planning is about more than just numbers; it’s about creating a life plan that reflects your values and aspirations. Our goal is to help you build a healthy relationship with your financial life.

For business owners, we understand that your employees are not just the backbone of your company—they’re the heart of it. Providing thoughtful employee benefits isn’t just the right thing to do; it’s one of the most powerful ways to build a strong, successful company. We’re passionate about helping business owners create benefits programs to attract and retain top talent and foster a culture of care, loyalty, and engagement.

Contact us today

(240) 309-6001

What we Do​

Our Range of Services

Financial Planning

Effective financial planning is the cornerstone of a secure financial future. At NIV Advisors, our approach to financial planning is comprehensive and customized to fit your unique situation.

  • Retirement Planning
  • Estate Planning
  • Budgeting & Savings
  • Investment Strategies
Employee Benefits

We understand that a comprehensive employee benefits package is essential for attracting and retaining top talent. We offer a range of employee benefits designed to meet the needs of your workforce.

 
Wealth Management

Achieving and preserving wealth requires strategic planning and expert management. At NIV Advisors, our wealth management services are designed to help you grow, protect, and manage your assets effectively.

  • Investment Management
  • Financial Planning
  • Tax Optimization
  • Retirement Planning
Insurance Services

Protecting yourself, your family, and your business is crucial. At NIV Advisors, we offer a range of insurance services to ensure you have the coverage you need for peace of mind.

Meet our Team

Joseph Greer

Health Insurance Broker, VP of Employee Benefits

Shlomo Rosenstein, MBA

Financial Professional, Individual & Group Benefits Specialist

Natalia Gonzalez

Individual Benefits Specialist

Tayina Solon

Client Support and Relations Manager

Lets discuss the way forward.

We are committed to guiding you through every financial decision with expertise and care. Whether you have questions about our services, need personalized advice, or want to schedule a consultation, our team is here to help. Please feel free to reach out to us via phone, email, or by filling out the form. We look forward to connecting with you and helping you achieve your financial goals.

Address

6395 Dobbin Rd Ste 102, Columbia, MD 21045

Call Us

(240) 309-6001

Email Us

yaniv@nivadvisors.com

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