Objective, disciplined, and tax-aware, structured around your goals.
Inspiring Financial Confidence
Civic Financial is an independent financial planning and wealth advisory firm. We provide personalized plans for a select group of individuals and families.
What We Do
The clearest path to financial confidence is an expertly crafted plan. We chart the course.
Your financial life, coordinated under one integrated strategy.
Wealth Advisory
A dollar saved in taxes compounds the same as a dollar earned.
Tax strategy runs through everything we do.
Tax strategy runs through everything we do.
Tax Strategy
What you build should outlast you. Preserving wealth, protecting purpose, and creating a legacy that endures for generations.
Legacy Planning
Recognition
Recognized Among the Best
Forbes Best-In-State Wealth Management Teams (January 2025, 2026), based upon data as of March 31st of the preceding year. Forbes Best-in-State Wealth Advisors (April 2024, 2025), based upon data as of June 30th of the preceding year. Forbes Top Next-Generation Wealth Advisors Best-in-State (August 2024, 2025), based upon data as of March 31st of the award year. Forbes Top Financial Security Professionals (July 2024, 2025, 2026), based upon data as of December 31st of the preceding year. Research & ranking provided by SHOOK® Research, LLC. Civic Financial and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
