Helping You Create a Financial Plan That Grows With You

At Civic Financial, our mission is to serve our clients and their communities. As a passionate, client-focused firm, we seek to make a lasting impact on our clients’ personal, professional and financial lives. Our vision for our clients goes beyond personal financial planning and customized wealth management. Civic Financial connects successful people across the country in a diverse and forward-thinking community. We serve our clients’ financial needs, give back to their communities, and always look for opportunities to make new connections and extend our impact.

The name Civic Financial was carefully chosen. It originated from the socially-responsible hedge fund, Civic Capital Group, that John DeSantis at our firm founded in 2003. John managed institutional and personal wealth during his 14-year tenure as President of Civic Capital Group before helping to build Civic Financial. Our name embodies our commitment to community and service, and our goal to be the change in an industry that has struggled to attract the right people who put the client first.  

Civic Financial brings together a diverse group of dedicated professionals committed to serving our clients. Our clients range from the emerging affluent seeking to efficiently accumulate wealth, protect their families, and mitigate tax concerns to those in or nearing retirement who benefit from the new ways we approach retirement distribution and financial strategy. Some seek guidance in estate planning and philanthropic objectives. Our aim is not only to convey a superior financial plan, but to deliver a seamless and stress-free experience. We build enduring, long-term relationships by working with clients through each stage of life. 

Civic Financial has chosen to partner with Northwestern Mutual because of Northwestern’s sterling reputation for client service. We benefit from Northwestern’s financial strength as a 160-year-old Fortune 100 company, and its access to market research, products, and cutting-edge technology. Our partnership with Northwestern allows our practice to be both technologically rich and deeply personal.

We continue to seek bright and distinct minds. New team members provide the energy behind our multigenerational business and keep us committed to unsurpassed service. Visit the Our Team page to learn how Scott, John, Grant, Nicole, Tyler, and Desi each help move you towards a brighter, more secure future.

Please let our team know about your goals; we promise to help you achieve them. We look forward to making a difference together.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Tyler J DiMauro
Financial Representative


Civic Financial

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck