Civic Financial

Civic Financial is a sophisticated wealth management firm serving high-income and high-net-worth clients in comprehensive financial planning, investments and insurance. Civic Financial is proudly affiliated with Northwestern Mutual Private Client Group, 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 bringing 200 years of combined experience. 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...