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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.
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

Brogile Box: A Conversation About Mental Health | Episode 23

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May 12, 2022

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
Mar 17, 2022

Inflation: A Way Forward

Inflation: A Way Forward by Bill Winkeler, CFA, CFP®, Director of Investments After a long hiatus, inflation has made quite a comeback in everyday lives… Inflation: A Way Forward by Bill Winkeler, CFA, CFP®, Director of Investments After a long hiatus, inflation has made quite a comeback in everyday lives… Read More