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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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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.

Recent News

Meet Brian Ripley | Episode 21

Confluence Financial Partners was created to set a higher standard of financial planning for our clients. How do we achieve it? By hiring the best and brightest talent. Introducing one of our newest Wealth Managers, Brian Ripley. Brian brings more than two decades of financial services experience to the Confluence family, along with a growth […]

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The Power of Coaching | Episode 20

Meet Dr. Ben Sorensen, leader, entrepreneur, author, lawyer, soldier, and coach. As a renowned provider of leadership training, sales training and executive coaching, Ben has… Meet Dr. Ben Sorensen, leader, entrepreneur, author, lawyer, soldier, and coach. As a renowned provider of leadership training, sales training and executive coaching, Ben has… Read More

5 Steps for Changing Your Life | Episode 19

If everyone kept their New Year’s resolutions, we’d all be in great shape. Unfortunately, our goals for the new year are often forgotten by February.… If everyone kept their New Year’s resolutions, we’d all be in great shape. Unfortunately, our goals for the new year are often forgotten by February.… Read More