Civic Financial: Serving Our Communities
A Word from Civic Financial:
Civic Financial’s mission is to serve our clients and their communities. This vision goes beyond personal financial planning and customized wealth strategy. Civic Financial connects successful people across the country in a diverse and multi-generational community built to serve and support each other.
Just like its clientele, the team at Civic is comprised of multiple generations: technology-driven and entrepreneurial millennials partnered with seasoned industry veterans with 200+ years of combined experience. The name Civic Financial was carefully chosen. It originated from the socially-responsible hedge fund, Civic Capital Group, that John DeSantis founded in 2003. John managed institutional and personal wealth during his 14-year tenure as President of Civic Capital Group before helping to build Civic Financial.
Our clients range from savvy high net worth professionals and families seeking guidance in wealth and estate planning, philanthropy, and generational panning to the emerging affluent seeking to efficiently accumulate wealth, protect their families, and mitigate tax concerns. Clients in or nearing retirement benefit from the new ways we approach retirement distribution and comprehensive financial strategy. Our aim is to construct a superior financial plan while delivering a stress-free experience. We build enduring relationships through the secure administration of our clients' assets.
Civic Financial has chosen to partner with Northwestern Mutual because of Northwestern’s sterling reputation for client service. We benefit from Northwestern’s financial strength as a 160-year-old Fortune 100 company, and its access to market research, products, and cutting-edge technology. Our partnership with Northwestern allows our practice to be both technologically rich and deeply personal.
Civic Financial represents a diverse group of dedicated professionals committed to serving our clients, and we continue to hire and partner with new team members that provide the energy behind our business. Please share your goals with our team; we promise to help you achieve them and look forward to making a difference together.