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

May 18, 2017

Will Your Property Taxes Skyrocket Next Year?

For the last two weeks largely unwelcome postcards have made their way to Boulder County property owners.  The notice from the Assessor’s office confirmed what you already knew.  Your real estate property’s value has increased significantly over the last two years.   You’re not alone as the increase of the average Boulder County residence exceeded 20 […]

May 2, 2017

How Much In Student Loans Can You Handle?

Today is the deadline for many high school seniors to confirm their college choice.  For many it’s a culmination of a process of hard work in high school, ACTs and SATs, and building an extracurricular resume.  It’s an emotional decision as you decide where you will spend the next four (or more) years of your […]

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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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