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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

The Power of Perseverance: Chris Hoke | Episode 9

Perseverance through adversity is essential to success across all facets of life. Our guest today, Chris Hoke, is no stranger to perseverance and adversity as he spent his entire 11-year NFL career with the Pittsburgh Steelers, going undrafted in 2001 to ultimately helping his team win two NFL championships. Join host and Partner of Confluence […]

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What Should I Be Doing?

After the events of the past month, the investment markets seem to be in full panic mode. This is the result of the continued spread… After the events of the past month, the investment markets seem to be in full panic mode. This is the result of the continued spread… Read More

The Power of Education: Dr. Christopher Howard | Episode 8

Funding a college education has become an increasingly large part of planning for a family’s financial future. Join host and Partner of Confluence Financial Partners,… Funding a college education has become an increasingly large part of planning for a family’s financial future. Join host and Partner of Confluence Financial Partners,… Read More