Serving as your family’s financial advisor is a responsibility that we take seriously. At Confluence Financial Partners, our advisors take a team approach in helping you reach your objectives. A collaborative approach provides us with the depth of expertise it takes to manage such a complex task and provides you with the comfort of knowing that the right people are applying their individual knowledge and skill to the appropriate responsibilities.
We’re here to handle your complete financial picture as it relates to your goals and ambitions for the future – from helping fund college educations to providing for your retirement needs. For any matter that’s related to managing and preserving your investments and building a legacy, we’ll be there to guide you so you have the freedom to focus on things in life that matter to you most.
Balancing the needs of today with your hopes for tomorrow – that’s what you can expect from us. All in a family-friendly office atmosphere that will help you feel right at home. Think of us as your family office because that’s exactly what we are.