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Clarity. Not Complexity.


Investor Access

At Confluence Financial Partners, our team has always valued common sense. The investment plans we develop, along with the personalized portfolios that drive them, are based on your unique goals. While investing can be complex, we believe there’s something refreshing about providing simple, straightforward advice. If it’s time to adopt an investment experience based on an uncommon, common sense approach then we’d like to introduce ourselves to you.

Who you’ll work with
The financial professionals who’ll put your goals first

How we do it
Our process creates your personalized investment plan

Why we do what we do
The unique individuals we’re proud to serve

What you may need
Experienced perspectives and more
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC
Investment advisory services offered through Raymond James Financial Service Advisors, Inc. Confluence Financial Partners is not a registered broker/dealer, and is independent of Raymond James Financial Services.
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