MAXIMIZE YOUR LIFE AND Your LEGACY

Confluence Financial Partners is a wealth management firm on a mission to help people just like you plan for a brighter future by focusing on what matters most.

The Confluence Approach

We build long-lasting, trusted relationships with our clients. We do it by going all in, dedicating our team’s full expertise, energy, and passion to delivering massive value to each and every client.

For Families & Individuals

We’ll work together define your unique financial, life, and legacy goals, then craft a comprehensive plan carefully designed to achieve them.

For Businesses

We also work with business owners and entrepreneurs to build customized employer-sponsored retirement plans that help their employees take control of their retirement.

The Confluence Story

The Confluence Story

Confluence Financial Partners was founded to set a new standard for financial services. On our quest, we’ve been joined by more than 2,000 families in 42 states and have become one of our region’s fastest-growing organizations. Watch this short video to learn more.

The Confluence Story

Confluence Financial Partners was founded to set a new standard for financial services. On our quest, we’ve been joined by more than 2,000 families in 42 states and have become one of our region’s fastest-growing organizations. Watch this short video to learn more.

Ask an Advisor

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