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Get inspired to maximize your life and legacy with “Imagine That,” our new podcast series.

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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
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.

Recent News

Market Update

  Though the market changes, our commitment to clients does not. Our Chief Executive Officer, Greg Weimer and Director of Investments, Bill Winkeler give you an update on the current market and share insights on how to navigate these times.

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Inflation: A Way Forward

Inflation: A Way Forward by Bill Winkeler, CFA, CFP®, Director of Investments After a long hiatus, inflation has made quite a comeback in everyday lives… Inflation: A Way Forward by Bill Winkeler, CFA, CFP®, Director of Investments After a long hiatus, inflation has made quite a comeback in everyday lives… Read More

The True Meaning of Legacy | Episode 22

In the U.S. alone, it’s estimated that $59 trillion will transfer from generation to generation by 2061. But a legacy is far more than zeros… In the U.S. alone, it’s estimated that $59 trillion will transfer from generation to generation by 2061. But a legacy is far more than zeros… Read More