Company Overview
- Headquarters
- 1211 SW 5th Avenue, Suite 1200, Portland OR
- Website
- confluencewealth.com
- Phone
- (503) 221-****
- Employees
- 8
- Founded in
- 2011
- Industry
- Financial Services
Financials & Stats
Revenue
$500B
Who is Confluence Wealth Management
Confluence Wealth Management is a financial services company located in Portland, Oregon. As a subsidiary of Buckingham Strategic Wealth, the company employs 8 people and reports $500 million in revenue. Confluence Wealth Management provides a range of financial services to a diverse clientele, including individuals, businesses, trusts, non-profit organizations, healthcare professionals, and retirement plans. Their services are centered around evidence-based investing and comprehensive financial planning. The company emphasizes its commitment to acting in the best interests of its clients, adhering to a fiduciary duty to safeguard their financial futures and help them achieve their goals. Confluence Wealth Management is registered with the Securities and Exchange Commission (SEC), and further information about the firm can be found on the SEC's website. For more information, visit Confluence Wealth Management's website at confluencewealth.com.
Company Leadership
Confluence Wealth Management Industry Tags
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 500M | 1,357 | Charlotte, NC | 1996 | |
| 500M | 753 | Iowa City, IA | 1934 | |
| 500M | 197 | 1942 | ||
| 500M | 2 | Bothell, WA | 1976 | |
| 500M | 204 | West Linn, OR | 1997 |