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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?

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Recent News

Nov 21, 2018

Check This List – Twice – Before Year-End

Proactive investors know that the months before year-end are an ideal time to make any final tax-saving moves. https://www.raymondjames.com/pointofview/check-this-list--twice--before-yearend Let us know if this article… Read More
Aug 15, 2018

Redefining Your Retirement

Today's retirees are choosing from a variety of retirement styles. What's yours? http://www.raymondjames.com/pointofview/redefining-your-retirement Let us know if this article sparks any questions or if you’d… Read More