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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.

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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.

Recent News

Planning an Extraordinary Retirement | Episode 24

How do you cap off a lifetime of hard work? With many people retiring healthier, heartier and wealthier than generations before us, retirement can be a chance for adventure, an opportunity to make the most of the next chapter of our lives. In this episode, host and Confluence Financial Partners CEO, Greg Weimer, introduces us […]

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Broglie Box: A Conversation About Mental Health | Episode 23

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Market Update

https://youtu.be/bZlieB3WU_A   Though the market changes, our commitment to clients does not. Our Chief Executive Officer, Greg Weimer and Director of Investments, Bill Winkeler give… https://youtu.be/bZlieB3WU_A   Though the market changes, our commitment to clients does not. Our Chief Executive Officer, Greg Weimer and Director of Investments, Bill Winkeler give… Read More