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.

We Are Fiduciaries

We put our clients' interests before our own.

Recent Articles

January 22, 2018

How Your Taxes Will Change for 2018

Usually by late January we’re busy marshaling our documents to prepare last year’s taxes.  While this still must be done, our focus is on your 2018 taxes as the legislation signed in late December will have profound effects on most of us.  Here we’ll cover the highlights on how your finances will change this year […]

January 8, 2018

Rating Your Financial Strength for 2018

At the beginning of the year we notice an uptick in the inquiries coming into our financial planning practice.  Our industry along with the health clubs is seasonally popular perhaps because we’re all recovering from a season of overeating and overspending.  You won’t find any financial fad diets in this column, but we should to […]

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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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