Civic Financial
1 review · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, Equity Compensation
We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Business Succession Planning
- Cash Flow Management
- Charitable Giving
- Debt Management
- Education Planning
- Equity Compensation
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Exit Planning
- Family Office Services
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Individual Tax Preparation
- Insurance Planning
- Investment Management
- Life Transition Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
Pricing
- One-Time Financial Planning Fee — $5,000 one-time
- Percentage of Assets (AUM) — 0.5%–1% of AUM
Reviews
Paolo Sciarra
2025-05-13T15:45:13.263+00:00
Scott DeSantis from @CivicFinancial is undoubtedly the best in the business. He excels in tax strategy, financial planning, insurance, and portfolio management. As a real estate broker, I’ve had the privilege of meeting numerous wealth managers, but Scott consistently surpasses them all.