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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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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

Wake Up to Gratitude | Episode 18

Prepare your heart for the holidays with this very special Thanksgiving episode. Join host Greg Weimer as he explores the world-changing power of gratitude. Greg will share how maintaining a gratitude mindset has helped him maximize his own life and legacy and offer a few simple strategies to help you feel more grateful more often. […]

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Meet Jonny Hartwell | Episode 17

What does it take to “make it”? How do you build a personal brand? What is the true definition of wealth? Tune in to find… What does it take to “make it”? How do you build a personal brand? What is the true definition of wealth? Tune in to find… Read More

Navigating the Healthcare Landscape | Episode 16

Choosing the right healthcare plan can be difficult, but the alternative — not having the right health plan can be much more costly. Join host… Choosing the right healthcare plan can be difficult, but the alternative — not having the right health plan can be much more costly. Join host… Read More