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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
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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
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 MoreMar 17, 2022