Your Financial Partner

A confluence is the coming together, the convergence of two separate entities to create one greater and more powerful than either is alone. At Confluence Financial Advisors, our relationship with you is a partnership that leverages our knowledge and expertise to maximize your enjoyment of your wealth today, tomorrow, and beyond.

Financial Clarity

We work with you to create and implement a streamlined financial plan built on your needs, goals, and desires. Our planning process clears away the financial clutter by bringing the big-picture view to your individual situation: assisting you in defining financial goals, consolidating and optimizing investments, minimizing taxes, managing risk, and planning legacies.

Recent Articles

January 10, 2017

A (Semi) Official Way to Borrow and Loan Money with Family

If you managed to avoid politics around the holiday table, conversation may have touched upon another family third rail: the financial health of you and your loved ones.   In most families, there are those who are in a stronger financial position than others. Giving an outright gift (or receiving it) from family members is easy […]

January 1, 2017

The Power of Goals

If you don’t know where you’re going, any road can take you there. -The Cheshire Cat to Alice in Through the Looking Glass by Lewis Carroll New Year is the ideal time to recharge, refresh, and, perhaps, restart. Out with the old and in with the new as we make resolutions and set goals. Each […]

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Independent Fee-Only Financial Planning and Wealth Management

Confluence Financial Advisors is an independent fee-only financial planning and wealth management firm headquartered in Boulder, Colorado. Our clients are unique. We develop and implement personalized financial solutions that address present as well as future needs. Our fee-only approach avoids conflicts of interest and keeps client needs first. Contact Confluence Financial Advisors today to begin creating your path to financial clarity.

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