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.

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FEE-ONLY FINANCIAL PLANNING

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

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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.

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GROUP RETIREMENT PLANS

Design. Setup. Advice. Monitoring.

We work closely with non-profits and businesses to create a high-quality, cost-effective, socially responsible retirement plan, while helping employers fulfill their fiduciary duty.

Learn about retirement plan services