Confluence Wealth Management Employee Directory

Financial ServicesUnited States501-1000 Employees

On December 1, 2020, Confluence Wealth Management merged into Buckingham Strategic Wealth and now runs Buckingham's Portland office. Buckingham is a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals.

Buckingham Strategic Wealth is a registered investment advisor with the Securities and Exchange Commission.  Registration does not imply any level of skill or training.  Additional information about Buckingham Strategic Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.  You can search this site by a unique identifying number, known as a CRD number.  Buckingham Strategic Wealth's CRD number is 143323.

Find Confluence Wealth Management employees' phone numbers or email addresses

Confluence Wealth Management Global Highlights

North America
6

United States Of America
6

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Confluence Wealth Management's Leadership

R. D.
Financial Advisor/Owner
Mobile Phone
Email
N. T.
Vice President
Mobile Phone
Email
J. M.
Director Of Sales
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

Contact profiles from Confluence Wealth Management

Name

Title

Contact Info

Location

Last Update

R. D.
Financial Advisor/Owner
Mobile Phone
Email
Nov 12, 2025
N. T.
Vice President
Mobile Phone
Email
Oct 21, 2024
J. M.
Director Of Sales
Mobile Phone
Email
United StatesOregon
Nov 19, 2024
K. M.
Sr. Wealth Advisor
Mobile Phone
Email
United StatesWisconsin
Oct 21, 2024
R. S.
Financial Advisor
Mobile Phone
Email
United StatesOregon
Oct 21, 2025
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 SW 5th Avenue, Suite 1200 Portland, Oregon 97204, US; 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 June 2025. These team members are located across 2 continents, including North AmericaEurope.

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

As of June 2025, Confluence Wealth Management's key employees include:

Financial Advisor/Owner: R. D.
Vice President: N. T.
Director Of Sales: J. M.
Sr. Wealth Advisor: K. M.
Financial Advisor: R. S.

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