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We’re as invested in your goals and success as you are

Here at Confluence Financial Partners we focus on your goals and aspirations to derive a tailored solution to your investment needs. We ask questions to gain a clearer understanding of your financial situation. After getting to know you, we then develop a financial plan and wealth management strategy that is designed to help you achieve your long term financial goals.

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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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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