MAXIMIZE YOUR LIFE AND LEGACY
Confluence Financial Partners is a wealth management firm on a mission to help people plan for a brighter future by focusing on what matters most.
The Confluence Approach
We build long-lasting, trusted relationships with our clients. We do it by going all in, dedicating our team’s resources, energy, and passion into delivering value to each and every client.
The Confluence Story
Confluence Financial Partners was founded to set a new standard in the financial services industry for our clients and our associates. On our quest, we’ve been joined by more than 2,400 families in 40 states and have become one of our region’s fastest-growing organizations. Watch this short video to learn more.