About Us
Confluence Financial Partners was founded on the belief that there is a better way of doing things. It begins with the way we treat people. We strive to care for our employees and our clients like family and cultivate deep, long-term relationships through a set of core values - trust, excellence, dedication, teamwork and gratitude.
We believe there is a better way to approach investing, too. We've assembled a highly skilled team of professionals committed to a higher standard, for every client. The responsibility of caring for a family's financial independence is too great to do things any other way.
Why we're different
What separates Confluence is a common-sense purpose brought to life by uncommon passion — shared by some of the brightest minds in the industry — a combination that has earned the trust of our clients.
We have a strong sense of passion and experience in investment management. Our mission is to create a new standard for helping clients and their families manage their wealth and achieve their financial goals. Because we understand it's more than just your investments we're caring for.
Invested In
The Community
We don't just work here. We live here. Raise our children here. We have a real stake in our local communities, schools and institutions. As a company that cares and as individuals who are emotionally and financially invested in this area, we get involved by supporting events, organizations and initiatives that enrich the lives of everyone who lives here.
Our Team
Our associates consist of experienced professionals committed to developing lifelong relationships with our clients. Not only will you find our team members knowledgeable, but you will also discover that our associates truly care about helping you achieve your goals.
James A. Wilding
Partner, Confluence Financial Partners
Wealth Manager, RJFS
Gregory J. Weimer
Partner, Confluence Financial Partners
Wealth Manager, RJFS
Careers at Confluence Financial Partners
Whether you're a seasoned veteran or you're looking to make your mark in the financial services industry, we offer the environment, support and resources to grow your career, or your business.
Join Our Team