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

November 13, 2017

Doing Good With Your Investment Dollars

We are in the midst of a historically long period of growth in the US stock market.  Yet the euphoria for many Colorado investors is tempered by questions about our country’s future.  If you have followed classic advice about diversified investments, it’s likely that you own shares in companies behind initiatives not aligned with your […]

October 30, 2017

Accessing Your Retirement Money Early

If you wait until your 60s to retire, accessing your retirement savings is a straightforward proposition.  You can tap your Traditional IRA, Roth IRA, taxable investment accounts, and most work retirement plans without penalty.  But what if you need funds sooner than that? First, I should say we won’t consider whether you should access retirement […]

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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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