Communitas Financial Planning PBC

Not verified. Claim this page

Visit Website

Communitas Financial Planning PBC Sustainability Actions

Fee-only planning model

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.

Socially responsible investing

We help incorporate those values into your investments and encourage your money promote a peaceful and just world for all.

16

ESG screening in portfolios

We help clients screen for companies whose mission, products, community relationships, worker and environmental relationships are aimed at the long-term survival of the planet.

12 13 15

Low-cost retirement plans

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.

8 10

Certified B Corporation

B Lab And proud to be a certified B Corporation.

12

What do our labels mean?

Certified B Corporation Logo

Certified B Corporation

About Communitas Financial Planning PBC

  • Status
  • Unverified
  • Employees
  • 1 - 5
  • Country
  • United States

Powered by  GDPR Cookie Compliance
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.