Civic Financial a multigenerational financial planning and wealth advisory firm committed to optimizing financial future for high net worth and high-income individuals and their families. Our highly credentialed team offers straightforward, customized advice to help our clients achieve their financial goals with confidence. We focus on delivering tailored solutions for unique circumstances, putting clients on a path to long-term success. Civic has been recognized by Forbes as one of the top wealth management teams in the country.

We are uniquely positioned to be a lifelong partner to our multigenerational clients in full-service planning, wealth management, and in specialized insurance and estate planning. We encourage you to meet our team and to learn how we can serve you and your community.

Insurance

Investment Management

Personal Finance

Civic Financial

Scott Desantis

Dan Monaghan

Connor Hall

Lauren Overzet

Shannon Fadden

Evan Schutzman

Chris Hughes

Ann Roberts

Alissa Felice

John Daniel

Brian Nixon

Civic Financial

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