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

August 10, 2016

Automate Your March to Financial Independence

While there’s much a qualified financial planner can do to map out a course to achieve your goals, much of the responsibility falls on you.   You’ve heard it before: spend less than you earn.  Do this long enough, make smart choices, and with a little good fortune you will make work optional for you. Spending […]

August 10, 2016

Can You Benefit from Brexit?

Last month’s UK vote to leave the European Union delivered an unexpected shock to the world’s financial system.  Stock markets generally do not react well to uncertainty, which the Brexit vote introduced.   The fact that UK pollsters largely got this vote wrong added to chaos as world markets reeled in its wake as financial analysts […]

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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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