Civic Financial: Serving Our Communities

Civic Financial Logo

Civic Financial’s mission is to serve our clients and their communities. We are a full-service, multi-generational financial planning firm with 200+ years of combined experience: entrepreneurial millennials partnered with seasoned industry veterans. Our culture is one of hard work, educational advancement, and unsurpassed client service. The Civic team includes industry experts and advisors with niche specialty designations, which allows us to uniquely serve our multi-generational clients in legacy planning and financial consulting.

Our name, Civic, originates from the socially-responsible hedge fund, Civic Capital, that Director of Investments John DeSantis founded. CEO Scott DeSantis continues the Civic legacy with an educational approach to planning, a methodology that all of our partners embrace. Education is a foundational pillar not just when it comes to advising Civic clients, but also for how we give back to the communities and institutions we serve.

Civic Financial is affiliated with Northwestern Mutual which means our clients can rely on their sterling reputation for client service, financial strength as a 160+-year-old Fortune 500 company, and access to relevant market research, products, and cutting-edge technology.

We encourage you to meet our team and learn how we can serve you and your community.