Civic Financial

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 proudly 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. Our culture at Civic Financial is one of hard work, educational advancement, and exceptional client service. Our team consists of entrepreneurial millennials partnered with seasoned industry veterans, experts and credentialed advisors. This diverse and powerful mix allows us to uniquely service our multi-generational clients in full-service planning & wealth management, and in specialized insurance & estate planning. We encourage you to meet our team and to learn how we can serve you and your community.