Get inspired to maximize your life and legacy with “Imagine That,” our new podcast series.
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.
Promoting a child’s mental health can help set them up for a lifetime of well-being. Unfortunately, too often children’s developmental and behavioral health needs go unaddressed — and those that do seek care have a difficult journey navigating through fragmented and inaccessible services. Join host and Partner of Confluence Financial Partners, Greg Weimer, as he […]
We would be happy to conduct a no-cost, no-obligation review of your current financial portfolio or investment plan, to determine if it's in-line with your long term goals.
