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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

Navigating the Healthcare Landscape | Episode 16

Choosing the right healthcare plan can be difficult, but the alternative — not having the right health plan can be much more costly. Join host and Partner of Confluence Financial Partners, Greg Weimer, as he interviews health insurance sales manager Bret Semonian on navigating your healthcare choices — whether you’re selecting an employer-sponsored plan, buying […]

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Confluence Commentary

5 Benefits of working with a Registered Investment Advisor by Jackson Elizondo Working with a Registered Investment Advisor (RIA) is desirable for high-net-worth individuals, families,… 5 Benefits of working with a Registered Investment Advisor by Jackson Elizondo Working with a Registered Investment Advisor (RIA) is desirable for high-net-worth individuals, families,… Read More

The Whole Child | Episode 15

Promoting a child’s mental health can help set them up for a lifetime of well-being. Unfortunately, too often children’s developmental and behavioral health needs go… Promoting a child’s mental health can help set them up for a lifetime of well-being. Unfortunately, too often children’s developmental and behavioral health needs go… Read More