The Confluence Approach

We build long-lasting, trusted relationships with our clients. We do it by going all in, dedicating our team’s resources, energy, and passion into delivering value to each and every client.

For Individuals

We’ll work together to define your unique financial, life, and legacy goals, then craft a comprehensive plan carefully designed to achieve them.

Individuals

For Businesses

We work with business owners and entrepreneurs to build customized employer-sponsored retirement plans that help their employees take control of their retirement.

Business

The Confluence Story

Confluence Financial Partners was founded to set a new standard in the financial services industry for our clients and our associates. On our quest, we’ve been joined by more than 2,400 families in 40 states and have become one of our region’s fastest-growing organizations. Watch this short video to learn more.

About Confluence

MAXIMIZE YOUR LIFE AND LEGACY

The Confluence Approach

We build long-lasting, trusted relationships with our clients. We do it by going all in, dedicating our team’s resources, energy, and passion into delivering value to each and every client.

For Individuals

For Businesses

The Confluence Story

Ask an Advisor

Latest Insight

Monthly Market Recap: November 2023

Latest Podcast

Passing the Torch: Navigating Wealth Transfer | Season 2, Episode 3