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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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Recent News

Marketing in the Time of Coronavirus | Episode 11

Join host and Partner of Confluence Financial Partners, Greg Weimer, and his guests, advertising industry veterans Bill Garrison, Partner at Garrison Hughes, and Dave Popelka, President at Garrison Hughes, as they explore the ever-changing landscape of the new normal. Hear their insights on the immediate and long-term impact of the pandemic on workplace culture and […]

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Estate Planning and Taxes | Episode 10

Policy decisions can have a tremendous impact on taxes and estate planning. For a look forward, join host and Partner of Confluence Financial Partners, Greg… Policy decisions can have a tremendous impact on taxes and estate planning. For a look forward, join host and Partner of Confluence Financial Partners, Greg… Read More

Confluence Commentary

Why dividends will continue to be an important part of your portfolio... Investing in stocks is a good way to grow wealth in the long-run.… Why dividends will continue to be an important part of your portfolio... Investing in stocks is a good way to grow wealth in the long-run.… Read More