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

May 17, 2016

Is Life Insurance Through Work Enough?

Most professionals who work at a private company, non-profit, or governmental entity have some level of free life insurance. Local examples are University of Colorado, the federal government, and IBM employees, which have subsidized or free term life insurance.  It’s a nice perk to have, but you may wonder if you should purchase more life […]

May 9, 2016

Making Hard College Decisions

If you have a graduating senior who’s off to college, you have probably already sent in your deposit with May 1st being the deadline for many selective universities.   College selection is a process fraught with emotion for many parents.  Among selective schools, there is much more competition than there was a generation ago.  There is […]

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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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