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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.

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Confluence Commentary

Bear Markets – Did You Know?  If you’ve watched the news or browsed the web at all recently, no doubt you have seen the term “Bear Market” quite frequently. This term is often used when the worlds’ stock markets go through difficult periods, but what does it mean? And what should investors do about it? […]

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Confluence Commentary

Traditional 401(k) vs. Roth 401(k) By: Gregory Weimer,CPA and Chuck Ziants, Wealth Managers Retirement plans can be confusing – we know! The decision of whether… Traditional 401(k) vs. Roth 401(k) By: Gregory Weimer,CPA and Chuck Ziants, Wealth Managers Retirement plans can be confusing – we know! The decision of whether… Read More

 Are you thinking about hiring a Financial Planner?

Are you thinking about hiring a Financial Planner? If you’re under 45, this is a must read... By: Gregory Weimer,CPA and Chuck Ziants, Wealth Managers… Are you thinking about hiring a Financial Planner? If you’re under 45, this is a must read... By: Gregory Weimer,CPA and Chuck Ziants, Wealth Managers… Read More