Civic Financial
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.
Civic Financial · Boston, Massachusetts
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About
The Civic mission is to inspire financial confidence. 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.
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.
Who they serve
- High earners
- Ultra high net worth
- HENRY (high earner, not rich yet)
- Executives
- Founders
- Early-career professionals
- Pre-retirees
- Multi-generational families
- Retirees
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Education Planning
- Estate Planning
- Exit Planning
- Family Wealth Transfer
- Financial Planning
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
- Philanthropic Planning
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Wealth Management
- Stock Option Planning
- Portfolio Management
- Life Transition Planning
- Insurance/Risk Management
- Financial Advice & Coaching
- Executive Compensation
Structured record
| Name | Civic Financial |
|---|---|
| Firm | Civic Financial |
| Location | Boston, Massachusetts |
| Fee model | Percentage of Assets (AUM) · One-Time Financial Planning Fee |
| AUM | $500M - $1B |
| Founded | 2013 |
| Firm size | 6 - 20 employees |
| Affiliation | Broker-Dealer Only |
| Credentials | CFA · CFP |
| Designations | CFA (Chartered Financial Analyst) · CFP (Certified Financial Planner) · Series 7 · Other |
| Investment approach | Blend of both |
| Website | https://www.civic-financial.com/ |
| https://www.linkedin.com/company/11810659 |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation
- Pension planning
- Sustainable & impact investing