Liberty Forge LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Liberty Forge, LLC d/b/a Civic Financial provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts/estates, business entities, and pension and profit sharing plans. The firm generally expects a household minimum of $1,000,000 and also delivers ERISA fiduciary consulting and related services for plan sponsors.
Civic Financial’s investment approach is allocation-driven and long-term, implemented primarily with ETFs, third‑party model portfolios, and limited satellite positions in individual equities, alternatives, commodity products, and exchange‑traded digital asset exposures. Portfolios are managed on a discretionary basis with tax-aware implementation, threshold-based rebalancing, and oversight by an internal investment committee; the firm can also manage held‑away accounts using a third‑party order management platform (Pontera).
What is distinctive about Civic Financial is its combination of a high account minimum and retirement‑plan work, which indicates a client focus away from lower‑asset retail segments rather than a broad book of non‑HNW or typical HNW individual retail clients. The firm—launched in 2026 and reporting $250.8 million in discretionary AUM—also maintains relationships and affiliations that may influence recommendations, including economic benefits from its primary custodian (Altruist), an affiliated insurance agency, and individuals who act as registered representatives of a broker‑dealer.
Client services
Expertise
Occupation focus
Fee options
Fixed fee $10,000 typically for standalone financial planning engagements
up to 1.85% annually
Certain supervised persons provide securities brokerage services under separate commission-based arrangements; receive commissions and trail fees
Account minimum: $1,000,000 Fee-only: Fixed fee typically $10,000 for stand-alone financial planning, negotiable based on scope
Main office
20 Newbury Street, Floor 3
Boston MA 02116
Advisors at this office
5
Most active in
California · Connecticut · Florida · Georgia · Illinois · Iowa · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · Rhode Island · Texas · Vermont
Also doing business as
Civic Financial · Liberty Forge LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Daniel M
CFP®, Series 63
Boston, MA
Liberty Forge LLC
Daniel Monaghan is a CFP® with four years of industry experience, currently serving as a financial advisor at Liberty Forge LLC in Boston, MA. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Liberty Forge, LLC d/b/a Civic Financial provides discretionary investment management, financial planning, and retirement plan consulting primarily for high-net-worth individuals, trusts, business entities, and pension plans. The firm emphasizes a long-term, allocation-driven investment approach using ETFs, third-party model portfolios, and selected satellite positions, managing portfolios on a discretionary basis with tax-aware implementation and oversight by an internal investment committee.
Nicholas A
CFP®, Series 63
Boston, MA
Liberty Forge LLC
Nicholas Allsop is a CFP® with two years of industry experience, currently serving as an advisor at Liberty Forge LLC in Boston, MA. His prior roles include positions at Scott DeSantis, Northwestern Mutual Investment Services LLC, PKS Investments, Bosco Crane, and Gilbane Building Company. Liberty Forge, LLC d/b/a Civic Financial provides discretionary investment management, financial planning, and retirement plan consulting primarily to high-net-worth individuals, trusts, business entities, and pension plans. The firm employs a long-term, allocation-driven investment approach executed mainly through ETFs and third-party model portfolios, with a focus on tax-aware implementation and retirement plan consulting.
Grant P
Series 66
Boston, MA
Liberty Forge LLC
Grant Parisi is a financial advisor at Liberty Forge LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual and Scott DeSantis. Liberty Forge LLC d/b/a Civic Financial provides discretionary investment management, financial planning, and retirement plan consulting primarily to high-net-worth individuals, trusts, business entities, and plan sponsors. The firm employs a long-term, allocation-driven investment approach using ETFs, third-party model portfolios, and selective individual securities, managing portfolios on a discretionary basis with tax-aware implementation and oversight by an internal investment committee.
Scott D
CFP®, Series 66
Boston, MA
Liberty Forge LLC
Scott Desantis is a financial advisor at Liberty Forge LLC in Boston, MA, holding CFP® and Series 66 credentials with 11 years of industry experience. Prior to joining Liberty Forge in 2026, he spent over a decade at Northwestern Mutual in various roles including wealth management and investment management. Liberty Forge, d/b/a Civic Financial, provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and pension plans. The firm focuses on clients with household minimums of $1,000,000 and employs a long-term, allocation-driven investment approach using ETFs, third-party model portfolios, and selective individual equity and alternative positions.
Hamilton C
Series 66
Boston, MA
Liberty Forge LLC
Hamilton Coiscou is a financial advisor at Liberty Forge LLC in Boston, MA, holding a Series 66 designation with four years of industry experience. Prior to joining Liberty Forge in 2026, he worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Fidelity Investments, among other roles. Liberty Forge, operating as Civic Financial, provides discretionary investment management, financial planning, and retirement plan consulting to high-net-worth individuals, trusts, business entities, and plan sponsors. The firm focuses on a long-term, allocation-driven investment approach using ETFs, third-party model portfolios, and selective individual equity and alternative positions.
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