Civic Financial

EST. AUM
$250,802,244

CONTACTS

CLIENT ACCOUNTS
358

Firm Details

Metro area Boston
CRD Number 343208
Website civicfinancial.com
Client types

Overview

Founded in June 2026 and headquartered in Boston, Massachusetts, Liberty Forge, LLC (d/b/a Civic Financial) is an SEC-registered investment adviser. Owned by Scott DeSantis, Grant Parisi, Nicholas Allsop, and Daniel Monaghan, the firm provides discretionary wealth management, stand-alone financial planning, and ERISA retirement plan consulting services primarily using ETF-based asset allocations and independent manager platforms.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Civic Financial

Platform Details

Investment Preferences

Alternative Activity

Address

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