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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.

Let's talk. We imagine you'll be able to see the difference right away.

For Families & Individuals
For Businesses
For Advisors

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.
STEP 1

Your needs, goals & dreamsWhere do you want to go?
STEP 2

Comprehensive planningHow do we get there?
STEP 3

Objective-based portfoliosWhat mode of transportation should we take?
STEP 4

Customized serviceWill you enjoy the journey?

Seminars & Events

Recent News

May 10, 2018

20 Questions Your Estate Plan Should Answer

The estate planning process involves a lot more than simply deciding who will inherit your money.  In particular, a comprehensive estate plan also aims to… Read More
Apr 16, 2018

Going Red for Heart Health

The staff of Confluence Financial Partners chose to "Go Red" every Friday during February in support of the American Heart Association's campaign bringing awareness of… Read More