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Communitas Financial Planning

Financial Service

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…

Services

• FINANCIAL PLANNING
• com·mu·ni·tas
• Select
• The Process
• Resources
• Our Associations
• INVESTMENT MANAGEMENT
• RETIREMENT PLANS
• SOCIALLY RESPONSIBLE INVESTING
• SRI Performance
• Investment Management Services
• Socially Responsible Investing
• Account Minimums
• SRI in Retirement Plans

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Sources: BrightQuery (CDLA-Permissive-2.0); business website read 2026-10-14. About our data.