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Confluence Financial Partners – Financial planning that starts with you.
Confluence Financial Partners was founded on the belief that families deserve a higher standard — of planning, results, accountability and service. Let’s talk. We imagine you’ll be able to see the dif...
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Investment Advisory – Confluence Financial Partners
The Investment Advisory Team is the core engine of our business, bringing together more than 145 years of combined experience to build portfolios focused on…
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Contact Us – Confluence Financial Partners
Let’s work together. Just complete the form below, and we will get back to you shortly. We welcome the opportunity to talk to you. Call our nearest office and…
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For Businesses – Confluence Financial Partners
Our Retirement Plan Services Team works with business owners and plan sponsors to design, implement, and monitor employer-sponsored retirement plans that fit…
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Insights – Confluence Financial Partners
We’re on a mission to help our clients maximize their lives and legacies through thoughtful financial planning, intelligent investing, continual improvement, and exceptional service. Confluence Wealth...
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Greg Weimer – Confluence Financial Partners
In a profession that reveres experience, Greg Weimer has been guiding clients in the management of their wealth since 1986. His substantial breadth of knowledge…