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

September 23, 2016

The Good News About Long-Term Care

In my last column, we covered the “bad news” about long-term care, which is the care needed inside the home or in a facility when you are no longer able to care for yourself.  Most who have successfully saved for retirement will not be eligible for Medicaid and must look to other resources in the […]

September 9, 2016

The Bad News About Long-Term Care

If you have a loved one who needed end of life care, you’re probably well aware of the high costs of long-term care services.  Long-term care generally refers to the help needed when people cannot perform two or more so-called activities of daily living, such as dressing and bathing.  This care includes home based assistance, […]

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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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