What departments does Confluence Wealth Management have?

Confluence Wealth Management has employees across 1 departments including Finance.

What is the largest department at Confluence Wealth Management?

The largest department at Confluence Wealth Management is Finance with 2 employees.

Where are Confluence Wealth Management employees located globally?

Confluence Wealth Management has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Confluence Wealth Management's team size changed over time?

Confluence Wealth Management's team has decreased from approximately 4 to 2 employees based on available data.

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Confluence Wealth Management Employee Directory

Financial ServicesOregon, United States501-1000 Employees

Confluence Wealth Management operated in the financial services sector as a registered investment advisor. In December 2020 it merged with Buckingham Strategic Wealth and now runs Buckingham’s Portland office. The arrangement positions it within Buckingham’s broader network of advisors and specialists focused on wealth management, using evidence-based investing and comprehensive planning to help clients pursue their financial objectives.

Buckingham Strategic Wealth operates as an SEC-registered investment adviser. Its regulatory profile is publicly accessible, with Buckingham Strategic Wealth identified by CRD number 143323.

Confluence Wealth Management Global Highlights

North America
5

United States Of America
5

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Confluence Wealth Management's Leadership

R. D.
Financial Advisor/Owner
Mobile Phone
Email
N. T.
Vice President
Mobile Phone
Email
K. M.
Sr. Wealth Advisor
Mobile Phone
Email
R. S.
Financial Advisor
Mobile Phone
Email
C. N.
Client Service
Mobile Phone
Email

Confluence Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from Confluence Wealth Management

Name

Title

Contact Info

Location

Last Update

R. D.
Financial Advisor/Owner
Mobile Phone
Email
May 29, 2026
N. T.
Vice President
Mobile Phone
Email
Oct 21, 2024
K. M.
Sr. Wealth Advisor
Mobile Phone
Email
United StatesWisconsin
Oct 21, 2024
R. S.
Financial Advisor
Mobile Phone
Email
United StatesOregon
May 30, 2026
C. N.
Client Service
Mobile Phone
Email
UNITED STATES
Oct 22, 2024

Frequently Asked Questions

What is Confluence Wealth Management known for?

Confluence Wealth Management was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 1211 Southwest 5th Avenue Suite 1200 Portland, Oregon 97204 United States; you can contact the main corporate office by phone at

+1-503-221-****

. Explore Confluence Wealth Management's company overview page for more information.

What is Confluence Wealth Management's most common email format?

Confluence Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Confluence Wealth Management email formats with LeadIQ.

How many employees does Confluence Wealth Management have currently?

Confluence Wealth Management has approximately 501 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Confluence Wealth Management's key employees and leadership?

As of February 2026, Confluence Wealth Management's key employees include:

Financial Advisor/Owner: R. D.
Vice President: N. T.
Sr. Wealth Advisor: K. M.
Financial Advisor: R. S.
Client Service: C. N.

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Confluence Wealth Management Employee Directory

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