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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Recent News

20 Questions Your Estate Plan Should Answer

The estate planning process involves a lot more than simply deciding who will inherit your money.  In particular, a comprehensive estate plan also aims to… Read More

Going Red for Heart Health

The staff of Confluence Financial Partners chose to "Go Red" every Friday during February in support of the American Heart Association's campaign bringing awareness of… Read More