MAXIMIZE YOUR LIFE AND LEGACY

Confluence Financial Partners is a wealth management firm in Pittsburgh, PA on a mission to help people plan for a brighter future by focusing on what matters most.

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We are pleased to announce that Cashdollar & Associates has joined Confluence Financial Partners!

For more than 40 years, the Cashdollar & Associates Team has been serving clients and we are thrilled to continue this tradition of service.

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Our mission

We build long-lasting, trusted relationships with our clients. We do it by going all in, dedicating our team’s resources, energy, and passion into delivering value to each and every client.

For Individuals

We’ll work together to define your unique financial, life, and legacy goals, then craft a comprehensive plan carefully designed to achieve them.

Individuals
For Businesses

We work with business owners and entrepreneurs to build customized employer-sponsored retirement plans that help their employees take control of their retirement.

Business

The Confluence Story

Confluence Financial Partners was founded to set a new standard in the financial services industry for our clients and our associates. On our quest, we’ve been joined by more than 3,100 families in 40 states and have become one of our region’s fastest-growing organizations. Watch this short video to learn more.

About Confluence

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Latest Insight

Navigating the Maze: Understanding and Maximizing Your RSU & ISO Benefits
Articles

Navigating the Maze: Understanding and Maximizing Your RSU & ISO Benefits

by Nathan R. Garcia

MBA, CFP®, Wealth Manager

Many companies offer equity compensation programs to attract, motivate, and retain top talent while conserving cash and aligning the interests of the employees and shareholders. While these incentive programs provide a great benefit,...
Insights

Latest Podcast

The Heart Behind Confluence Coats for Kids
Imagine That
Episode

The Heart Behind Confluence Coats for Kids

In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits…
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