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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

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 professionals grow personally and professionally by coaching teams and many top advisors to achieve record results. Join host and Partner of Confluence Financial Partners, Greg Weimer, as they discuss how […]

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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

Marketing in the Time of Coronavirus | Episode 11

Join host and Partner of Confluence Financial Partners, Greg Weimer, and his guests, advertising industry veterans Bill Garrison, Partner at Garrison Hughes, and Dave Popelka,… Join host and Partner of Confluence Financial Partners, Greg Weimer, and his guests, advertising industry veterans Bill Garrison, Partner at Garrison Hughes, and Dave Popelka,… Read More