Guiding intentional living and legacy building.

Finding the right firm isn’t always easy, but the right partnership sets the stage for many great decisions ahead. At Confluence Financial Partners, we seek to build lasting relationships through a dynamic, client-focused approach that keeps the goal of your long-term success at the core of everything we do. This is the Confluence Standard.

Ask An
Advisor
Request A
Meeting

The Confluence Standard

The Confluence Standard is a distinctive approach. This philosophy blends personalized service, comprehensive financial planning, and a commitment to long-term partnership, helping to ensure that each client’s needs are met with professionalism, transparency, and a focus on their specific goals.

  • Financial Planning

  • Portfolio Management

  • Client Experience

  • Strategic Evolution

  • Fiduciary Commitment

Our collaborative process is designed to provide clarity and confidence in your financial journey. We strive to take the time to understand your unique situation, work to craft a personalized strategy, and help to guide you toward achieving your goals. And as life evolves, so will your plan. Our team will work to ensure it aligns with your current needs and aspirations.

Financial Planning Services

The Confluence Standard

The Confluence Standard is a distinctive approach. This philosophy blends personalized service, comprehensive financial planning, and a commitment to long-term partnership, helping to ensure that each client’s needs are met with professionalism, transparency, and a focus on their specific goals.

Financial Planning

  • Our collaborative process is designed to provide clarity and confidence in your financial journey. We strive to take the time to understand your unique situation, work to craft a personalized strategy, and help to guide you toward achieving your goals. And as life evolves, so will your plan. Our team will work to ensure it aligns with your current needs and aspirations.

    Financial Planning Services
Portfolio Management

  • We manage investments to help achieve client goals, not beat arbitrary benchmarks. Our objective based approach combines active and passive strategies, strategic planning, and tax-efficient solutions to maximize returns and minimize long-term costs.

    Investment Management Services
Client Experience

  • We believe customer service should go beyond meeting expectations—it’s about creating a seamless, supportive, and informed journey. Our customized service model is designed to provide personalized attention, clear communication, and proactive support at every stage. We maintain continuous engagement through strategic touchpoints such as webinars, newsletters, and videos, empowering you with the knowledge and insights needed to make confident financial decisions. Key differentiators of our service include:

    • Proactive Communication
    • Advanced Technology
    • Dedicated Support
    • Educational Resources
    • Accessibility & Responsiveness
    • Proactive Market Insights
Strategic Evolution

  • We are committed to continuous learning and development, driving growth through strategic evolution. This approach enhances value over time and allows us to fully leverage new technologies and evolving service models. By consistently attracting and retaining experienced industry professionals, we strengthen our capacity to adapt, innovate, and deliver client focused service, helping to ensure we evolve with the times and stay ahead of changing needs.

Fiduciary Commitment

  • Integrity and transparency are at the core of everything we do. As fiduciaries, we are dedicated to helping ensure every decision aligns with your best interests, providing clear, value-driven advice you can trust. Your needs always come first, guiding our commitment to delivering honest, objective, and personalized financial guidance.

Our Core Values

Following our core values to help fuel success.

At Confluence, we want everyone who touches our firm to thrive. To help us achieve that objective, we have structured our culture around four core values.

Do Right
  • We prioritize doing the right thing, not only for our team but for those we serve, striving to ensure that every decision and action reflects our commitment to ethical, client-centered service.
Improve Every Day
  • We believe in continuous growth, embracing opportunities to learn and improve, knowing that our best days are ahead as we become ever better equipped to serve those we work with.
Enjoy The Journey
  • We believe in finding joy in our work and relationships, cultivating a positive, collaborative environment where the journey is as meaningful as the destination.
Be Grateful
  • We recognize and appreciate the trust placed in us and the opportunity to make a meaningful impact, fueling our commitment to deliver value to our clients.

Confluence in the
community.

Explore the initiatives that are near and dear to our heart, and see how our team’s efforts support their progress.

See Community Impact

Get to know our team.

Learn about the team that cares about your needs and knows how to help—by working to deliver the financial planning and wealth management you deserve.

Meet Our Team

Careers at Confluence.

Discover what makes Confluence Financial Partners such a special place to build your career in the financial industry.

Explore Careers

Start your
journey today.

Connect with our team of Wealth Managers and Certified Financial Planners to discover how we can help you achieve your financial goals.

Contact Our Team