A complete list of active advisors currently associated with Confluence Capital Advisors, LLC

Warmer can help you find a great advisor at Confluence Capital Advisors, LLC or one who fits your needs even better.

Confluence Capital Advisors is an independent registered investment adviser that provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, and institutional accounts. Its planning services specifically list divorce‑related financial planning, financial forensics and business valuation work in addition to retirement, tax and education planning. The firm prepares individualized Investment Policy Statements and may use model portfolios, seeking discretionary authority where clients grant it and delivering regular portfolio monitoring and reporting through a recommended custodian. Its investment approach spans traditional mutual funds and ETFs as well as more complex and higher‑risk strategies and vehicles — including options, margin, short sales, private placements, venture capital, hedge funds, REITs, commodities and precious‑metal ETFs — which carry additional liquidity, leverage and valuation risks. Distinctive features for a one‑advisor practice include managing roughly $42 million across a very small client roster, suggesting a focus on concentrated, higher‑balance accounts and access to illiquid or private investments for select clients. The brochure discloses outside roles in collaborative divorce organizations and educational activities, acceptance of certain soft‑dollar research benefits from custodians, and potential post‑termination billing for some private investments — items clients may wish to review for potential conflicts of interest and custody implications.

To learn more about the advisors currently working at Confluence Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.