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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

Folds of Honor – Tiffany Eckert’s Story | Episode 27, Part 2

Some investments serve a higher purpose. In this episode, you’ll learn about Folds of Honor, an organization that gives back to a community to whom we owe an unpayable debt. Since 2007, Folds of Honor has provided scholarships to the families of America’s killed or disabled soldiers. Join host and Confluence Financial Partners CEO, Greg […]

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Folds of Honor – Passion Into Action, Crystal Popella’s Story | Episode 27

Some investments serve a higher purpose. In this episode, you’ll learn about Folds of Honor, an organization that gives back to a community to whom… Some investments serve a higher purpose. In this episode, you’ll learn about Folds of Honor, an organization that gives back to a community to whom… Read More

Becoming the Architect of Your Future | Episode 26

Join Confluence Financial Partners CEO, Greg Weimer, along with Confluence Director of Marketing and Communication, Katie Montagazzi, CFP®, for an inspiring conversation on goal planning… Join Confluence Financial Partners CEO, Greg Weimer, along with Confluence Director of Marketing and Communication, Katie Montagazzi, CFP®, for an inspiring conversation on goal planning… Read More