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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

Exceptional ExperienceWill you enjoy the journey?

Recent News

Confluence Corporate Services | Episode 14

Confluence Financial Partners has consistently delivered world-class investment services to our diverse clientele. In fact, Confluence was established to set a new standard for a superior client experience. Learn how Confluence now offers business leaders that same level of excellence in enterprise-wide support services — from comprehensive equity plan administration to participant support and education. […]

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Apr 13, 2021

Peak Performance | Episode 13

In all disciplines, peak performance requires preparation, focus and good health. This episode’s guest, David Patchen, Senior Vice President at Raymond James, has experience helping… In all disciplines, peak performance requires preparation, focus and good health. This episode’s guest, David Patchen, Senior Vice President at Raymond James, has experience helping… Read More
Mar 08, 2021

A New Model for Private Schools | Episode 12

The value of a strong educational foundation cannot be overestimated. For parents looking to provide for their children’s future, there can be no better investment.… The value of a strong educational foundation cannot be overestimated. For parents looking to provide for their children’s future, there can be no better investment.… Read More