A complete list of active advisors currently associated with Confluence Financial Partners

Warmer can help you find a great advisor at Confluence Financial Partners or one who fits your needs even better.

Confluence Financial Partners provides wealth management and financial planning to a broad client base that includes individuals, professionals, business owners, corporate executives, and retirement plan sponsors. The firm offers investment management (discretionary and non-discretionary), standalone financial plan reviews, retirement plan consulting under ERISA, and insurance products through an affiliated insurance entity. Confluence manages assets through separate paths for larger and smaller accounts, including Separately Managed Accounts (proprietary strategies and internally managed stock portfolios overseen by an Investment Advisory Committee) and the Compass model for smaller accounts. Portfolios blend active and passive vehicles with a generally long-term, objectives-based approach, and the firm notes it may include and advise on assets held directly with product sponsors (mutual funds, annuities, 529 plans) as part of client billing and reporting. What distinguishes Confluence from many peers is its mix of business lines: it extends services to retirement plan sponsors (with the Pathways 401(k)-focused communications program) and reports inclusion of product-sponsor-held assets in its assets under management, a practice that supports relationships with investment companies and plan sponsors. The firm also discloses use of technology and vendor due diligence—including AI for real-time notetaking and project insights—and indicates its advertising can include hypothetical performance and client testimonials, practices that are less common among similarly sized multi-team advisers.

To learn more about the advisors currently working at Confluence Financial Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.