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

February 15, 2017

Microinvesting: Building Wealth Pennies at a Time

Over the past few years my spending has transitioned from coin and paper to online and plastic.  Periodically I would take the coins that accumulated in my wallet and transfer them to a big jar.  Once the jar was full I would use the coins toward a fun purchase.  Most of the time the money […]

February 8, 2017

Four Steps If You’re Feeling Nervous About the Markets

With Dow recently crossing 20,000, the general mood among many investors is not euphoric but cautious.  The uncertainty that some see in the new Trump Administration has extended to fear about its impact on world financial markets. The argument goes like this.  We are in the midst of an eight year bull market for US […]

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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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