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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
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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

Blessing: Kurt Kimmich | Episode 6

Greg welcomes his associate and friend, Kurt Kimmich, to discuss the blessings of raising a child who has Down syndrome. Kurt shares some of the joys that Ben has brought into his family’s lives, the lessons they’ve learned, and their hopes for the future. You’ll find out how Ben has taught Kurt perspective, kindness, patience, […]

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Why Women Should Have Their Own Investments

Investing is a skill every woman should possess. At some point in their lives, 90 percent of women will be single, divorced or widowed, according to… Investing is a skill every woman should possess. At some point in their lives, 90 percent of women will be single, divorced or widowed, according to… Read More

Investing in a Healthy Lifestyle: Mary Lamb, M.D. | Episode 5

Confluence Financial Partners was founded to give investors a higher standard of service and personal attention. That’s also the idea behind Lamb Medical, a concierge… Confluence Financial Partners was founded to give investors a higher standard of service and personal attention. That’s also the idea behind Lamb Medical, a concierge… Read More