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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

Financial Legacy

How to Nurture Moneywise Children Teach your children to treasure their financial legacy. Most parents appreciate the importance of traditional education in their child’s development considering the obvious intellectual and social benefits. Yet all too many forget that a financial education is also crucial for ensuring their offspring’s long-term well-being.The good news is it’s never […]

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Family and Life Events

Make Lasting Memories by Savoring Life's Simple Joys While extravagant vacations are great, you don’t need to spend a lot of money to make meaningful… Make Lasting Memories by Savoring Life's Simple Joys While extravagant vacations are great, you don’t need to spend a lot of money to make meaningful… Read More

The Importance of Communicating with the Next Generation | Episode 2

Youth is served as Confluence’s associates, Randy Holcombe, Katie Montagazzi, Gregory Weimer II, and Chuck Ziants, join Greg to discuss the future of financial services… Youth is served as Confluence’s associates, Randy Holcombe, Katie Montagazzi, Gregory Weimer II, and Chuck Ziants, join Greg to discuss the future of financial services… Read More