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Get inspired to maximize your life and legacy with “Imagine That,” our new podcast series.

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If you can imagine all that, you’re in the right place. Confluence Financial Partners was founded on the belief that families deserve a higher standard — of planning, results, accountability and service. Planning for a lifetime of financial security is a serious responsibility. And it’s one we never take lightly.

Let's talk. We imagine you'll be able to see the difference right away.

For Families & Individuals
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The Four Cornerstones
of the Confluence Experience

This is what we do. These are the steps we take to help our clients achieve their goals. And we are passionate about what we do.
STEP 1

Your needs, goals & dreamsWhere do you want to go?
STEP 2

Comprehensive planningHow do we get there?
STEP 3

Objective-based portfoliosWhat mode of transportation should we take?
STEP 4

Exceptional ExperienceWill you enjoy the journey?

Recent News

Folds of Honor – Tiffany Eckert’s Story | Episode 27, Part 2

Some investments serve a higher purpose. In this episode, you’ll learn about Folds of Honor, an organization that gives back to a community to whom we owe an unpayable debt. Since 2007, Folds of Honor has provided scholarships to the families of America’s killed or disabled soldiers. Join host and Confluence Financial Partners CEO, Greg […]

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Nov 11, 2022

Folds of Honor – Passion Into Action, Crystal Popella’s Story | Episode 27

Some investments serve a higher purpose. In this episode, you’ll learn about Folds of Honor, an organization that gives back to a community to whom… Some investments serve a higher purpose. In this episode, you’ll learn about Folds of Honor, an organization that gives back to a community to whom… Read More
Nov 02, 2022

Becoming the Architect of Your Future | Episode 26

Join Confluence Financial Partners CEO, Greg Weimer, along with Confluence Director of Marketing and Communication, Katie Montagazzi, CFP®, for an inspiring conversation on goal planning… Join Confluence Financial Partners CEO, Greg Weimer, along with Confluence Director of Marketing and Communication, Katie Montagazzi, CFP®, for an inspiring conversation on goal planning… Read More