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

December 11, 2017

A Gift to Avoid and One to Embrace for the Holidays

With the Senate passing its bill just over a week ago, it seems next year we will have a new tax law of the land.  Speculations runneth over regarding its final form, the consideration of the joint conference committee and both legislative bodies remain before it reaches the President’s desk.  A future column will address […]

November 27, 2017

Dealing with Tax Uncertainty

This week, the Senate will consider tax reform in the wake of its passage in the House. Washington watchers of all stripes are showing legislative forecasting fatigue. Congress has been embroiled in debate on tax reform, the future of the Affordable Care Act and other topics. Little substantive legislation has been passed. With tax reform […]

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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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