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With a team of expert financial advisors, an innovative collaborative approach, and a clear, straightforward fee structure, it’s no wonder professionals, business owners, families, and retirees turn to Confluence Wealth Management.

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Expertise You Can Trust

When you choose to work with a Confluence Wealth Management advisor, you can rest easy knowing you’re working with the best of the best. Every advisor on our team is a CERTIFIED FINANCIAL PLANNER™ and a Fiduciary, which means they have both the expertise to create a strategic financial roadmap for you and the legal and ethical obligation to always act in your best interest.

Collaborative Approach

Successful wealth management is a team sport. At Confluence Wealth Management, we take a team approach, ensuring you’re always getting the expertise you deserve from our team members and that there’s always someone available to answer your most pressing questions.

We’re also pleased to collaborate with your other advisors and professionals as needed. When everyone on your team collaborates and trusts each other, we’re able to give you the best possible wealth management strategy.

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Group Meeting

Confidence to Proceed

Transparency in fee structuring is important. As a fee-only firm, our clients pay us either a flat rate for a one-time project or fee calculated as a percentage of their assets under management. We don’t receive commissions from selling you products, so our singular focus is helping you grow your wealth.

We provide a comprehensive suite of wealth management services for a set price. Whether you’re engaging us to work on a singular project or for ongoing wealth management services, you can trust that our only concern is helping you meet your goals. We don’t sell products. We don’t take commissions. And we don’t receive any income, directly or indirectly, from any institutions or business partners.