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If you can imagine all that, you’re in the right place. Confluence Financial Partners was founded on the belief that families deserve a higher standard — of planning, results, accountability and service. Planning for a lifetime of financial security is a serious responsibility. And it’s one we never take lightly.

Let's talk. We imagine you'll be able to see the difference right away.

For Families & Individuals
For Businesses
For Advisors

The Four Cornerstones
of the Confluence Experience

This is what we do. These are the steps we take to help our clients achieve their goals. And we are passionate about what we do.
STEP 1

Your needs, goals & dreamsWhere do you want to go?
STEP 2

Comprehensive planningHow do we get there?
STEP 3

Objective-based portfoliosWhat mode of transportation should we take?
STEP 4

Customized serviceWill you enjoy the journey?

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Recent News

May 21, 2018

Inside – Washington County

Neil Rongaus, Wealth Manager for Confluence Financial Partners of Southpointe, grew up in Donora, PA where he attended Catholic School through fifth grade and continued… Read More
May 10, 2018

20 Questions Your Estate Plan Should Answer

The estate planning process involves a lot more than simply deciding who will inherit your money.  In particular, a comprehensive estate plan also aims to… Read More