When you need to trust your financial planner to align finances with values, come to Communitas, the socially responsible choice. We provide financial planning services—retirement and estate, insurance, budgeting, and investment management—to working and middle-class people, and non-profits and businesses. As a fee-only firm, we don’t take commissions, so we can guide you with sustainable strategies that meet your financial goals and make a positive impact on the world.
Accessible. Strategic. Meaningful.
Clarify, problem-solve and illuminate your financial life with our disciplined planning process. Work with us to optimize your cash flow, investments, insurance, estate planning and more.
> Learn more about financial planning
SOCIALLY RESPONSIBLE INVESTING
Invest with your values
Your values are reflected in every decision you make. We help incorporate those values into your investments and encourage your money promote a peaceful and just world for all.
> More on socially responsible investing
GROUP RETIREMENT PLANS
Design. Setup. Advice. Monitoring.
We work closely with non-profits and business to help them fulfill their fiduciary duties while providing a high-quality, cost-effective retirement plan for all employees.
> What retirement plan is right for you?