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Health
Wealth
Planning
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NIV (pronounced "neev") is a Hebrew word meaning language: to communicate, to educate, and to guide.
But to us, it’s more than just a word—it’s a principle. A foundation. A way of being.
At NIV, we believe strong communication is the heart of every healthy relationship—whether with your spouse, your children, your parents, or even your financial well-being. It’s the cornerstone of trust, clarity, and meaningful growth.
We place you—your vision, your loved ones, your company, your employees—at the center of everything we do. That’s where our journey begins.
By embodying the spirit of NIV, we empower you to make bold, confident decisions rooted in your values. Our mission is to help you build lasting, sustainable relationships—with the people and ideals that matter most.
This is more than business. It’s about connection, purpose, and growth—together, bringing calm to a sea of infinite possibilities.
What We Do
Our Range of Services
Financial Planning
Our approach to financial planning is comprehensive and customized to fit your unique situation.
Wealth Management
Our wealth management services are designed to help you grow, protect, and manage your assets effectively.
Employee Benefits
We offer a range of employee benefits designed to meet the needs of your workforce.
Our Partners
Meet Our
Team
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.
Hear About
Our Testimonials
NIV always make us feel like we are their only client, we’re still not sure how they do it. The support they provide to our staff is truly invaluable.
Chava C.,
CFO, Melvin J Berman Hebrew Academy
We are grateful for the financial planning and wealth management services at NIV. We have a customized approach that meets our unique family situation extremely well. The staff is amiable and always provides helpful, timely responses to inquires. We especially value the comprehensive progress reviews that occur on a regular basis with NIV.
Antonia M. & Marta U.
Financial Planning Valued Client
Yaniv and team have taken excellent care of our business for years, both at renewal and tackling issues that come up throughout the year. They prioritize our changing needs and offer expert solutions to ensure our benefits package is right for our company. Always quick and responsive, they help our employees navigate an ever-changing insurance environment.
Caroline A,
HR Director, Scope Infotech
Lets discuss the way forward.
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.
Contact Info
