A SOPHISTICATED APPROACH
TO WEALTH MANAGEMENT
YOUR PARTNERS FOR A
WELL-PLANNED FUTURE
Our mission at Civic Financial is to empower our clients with financial confidence through trusted relationships spanning generations.
Who We Are
We are a multi-generational wealth advisory firm helping successful people better manage all aspects of their financial lives. With more than 200 years of combined experience, our highly-credentialed team provides clear, unbiased advice that is focused on the goals you’re looking to achieve.
How We Help
We believe people make the best decisions with their wealth when they have a plan aligned to their goals and are surrounded with the right experts and resources. As your advocate, we are committed to simplifying your financial world and helping you move confidently toward the future you desire.
THANK YOU TO OUR
CLIENTS AND TEAM
Scott DeSantis has been recognized by Forbes as one of the top financial security professionals in the country. Many thanks to our hardworking team, amazing clients and partnership with Northwestern Mutual.
Forbes Best-in-State Top Financial Security Professionals list (July 2022), based upon data as of December 31st of the preceding year. Forbes Top Financial Security Professionals list (October 2021), based upon 2020 data. Research and ranking provided by SHOOK Research. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.