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

June 29, 2016

Buying Low Sounds Easy, But Is It?

Written by: Dave Gardner Buy low and sell high.  It’s an oft-repeated phrase that is so banal, financial advisors are almost loathe to repeat it lest we sound common.  Anyone who’s glanced at the business pages or made it through a chapter in a personal finance book knows that buying investments that are priced low, […]

June 14, 2016

The Best Identity Theft Protection May Be Free

-By Dave Gardner Personal data breaches have become a part of our daily lives.  It’s likely in the last few years that your personal information has been stolen.  If you think you’re immune to identity theft or just lucky, let’s review some of the most prominent identity hacks of the past few years. Over 70 […]

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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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