Home

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.

Let's talk. We imagine you'll be able to see the difference right away.

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.

Seminars & Events

Recent News

Check This List – Twice – Before Year-End

Proactive investors know that the months before year-end are an ideal time to make any final tax-saving moves. https://www.raymondjames.com/pointofview/check-this-list--twice--before-yearend Let us know if this article… Read More

Redefining Your Retirement

Today's retirees are choosing from a variety of retirement styles. What's yours? http://www.raymondjames.com/pointofview/redefining-your-retirement Let us know if this article sparks any questions or if you’d… Read More