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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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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

5 Steps for Changing Your Life | Episode 19

If everyone kept their New Year’s resolutions, we’d all be in great shape. Unfortunately, our goals for the new year are often forgotten by February. Meet Eric Zalewski, fitness expert and personal trainer at St. Clair Country Club, who has a few tips to help you stay on track with your goals, not just for […]

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Wake Up to Gratitude | Episode 18

Prepare your heart for the holidays with this very special Thanksgiving episode. Join host Greg Weimer as he explores the world-changing power of gratitude. Greg… Prepare your heart for the holidays with this very special Thanksgiving episode. Join host Greg Weimer as he explores the world-changing power of gratitude. Greg… Read More

Meet Jonny Hartwell | Episode 17

What does it take to “make it”? How do you build a personal brand? What is the true definition of wealth? Tune in to find… What does it take to “make it”? How do you build a personal brand? What is the true definition of wealth? Tune in to find… Read More