Civic Financial: Serving Our Communities
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 exceptional client service. The Civic team includes industry experts and credentialed advisors, which allows us to uniquely serve our multi-generational clients in full-service planning & wealth management, and in specialized insurance & estate planning.
Our name, Civic, originates from the socially-responsible hedge fund, Civic Capital, that Director of Investment Research John DeSantis founded. Scott DeSantis and Grant Parisi continue 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® 100 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.
*Northwestern Mutual ranks 90 on the 2021 FORTUNE 500 and is recognized by FORTUNE® as one of the “World’s Most Admired” life insurance companies in 2021.