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About Us

We are a group of advisors from diverse backgrounds, such as CPAs, lawyers, insurance agents and financial advisors. As a team, we pool our expertise, skills and experience together to serve our mutual clients. Our firm has access to all public financial products and services, and our core services are: investment, insurance planning, tax and pension administration. You, not the financial products, are the center of our practice, and we build our client base from recommendations, and we believe the only way to achieve that is to put your best interests first on our list. We are not perfect, and we ask for your help to give us feedbacks, so we can improve ourselves and our services to you. Please visit our financial team page for more information on individual advisors.

  • We care about your privacy — read our privacy policy and the steps we take to safeguard your personal information.

  • What you need to know if some disaster befalls Ni Advisors, Inc. — read our Business Continuity Plan.

  • Ni Advisors, Inc. is registered as a broker-dealer with the U.S. Securities and Exchange Commission (SEC) and is a member of both the Financial Industry Regulatory Authority (FINRA)  http://www.finra.org https://brokercheck.finra.org and the Securities Investors Protection Corporation (SIPC) http://www.sipc.org.
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" We have a financial team that carries a belief in teamwork!"


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