Skip to main content

Firm Overview

We deliver a boutique planning experience

for highly-compensated professionals and high net worth families who desire the partnership, service and knowledge of a team of financial professionals. By providing thoughtful guidance and best-in-class financial solutions, we help ease our clients’ burdens and give them greater clarity about their financial decisions.

With over 200 years of combined experience,

we offer a unique mix of highly-credentialed advisors and professionals with the expertise to handle the challenges associated with managing significant wealth. We are committed to knowing our clients personally and understanding their generational values and aspirational goals so we can guide them to a more impactful future.

Our Roots

Our financial planning framework has been honed by decades of research and practical application. Our name is derived from the socially responsible hedge fund, Civic Capital, that our Director of Investment Research John DeSantis founded. Today, Scott DeSantis and Grant Parisi continue the Civic legacy with their educational approach to planning, a methodology all our partners embrace. This enlightening approach is a pillar of our practice, not just in our advisory work, but in the way we serve our communities.