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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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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

8 Questions to Ask Your Family During the Holidays

Family and Life Events An old family secret you’re finally ready to know. The wisdom of your elders. The story about that time grandma’s brother caught an alligator and left it in the tub. If you have the courage to ask, you never know what you might discover about your nearest and dearest. As you […]

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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… 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… Read More

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