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

April 12, 2017

You Can Still Work With a Fiduciary Adviser

For years, financial service firms have been preparing for the day when they would need to serve as fiduciaries when giving guidance on your retirement accounts.  This Obama-era initiative is scheduled take effect later this month.   It would be a major shift in the duty financial advisers have to their clients that would mean a much higher standard […]

March 22, 2017

Your Best Credit Card

If you’re reasonably creditworthy, offers for new credit cards may constitute a significant percentage of your mail volume.  The thick envelopes come with “invitations” to a lifestyle filled with visions of travel for free and access to sold-out concerts and events.  But once we get past the marketing fluff, what’s the best card for you? […]

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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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