Your life. Your legacy.
Our mission.
Confluence Financial Partners, headquartered in Pittsburgh, PA, was built with a bold vision to set a new standard in the financial services industry—one founded on genuine relationships, quality service, and a deep commitment to our clients and communities.
SERVICES
Who we serve.
ABOUT
Get to know Confluence.
Maximizing lives and legacies.
Confluence Financial Partners is dedicated to maximizing the lives and legacies of our clients. With five offices across Pennsylvania and Florida—located in Pittsburgh, McMurray, Sewickley, Grove City, and Bonita Springs—we specialize in financial planning, wealth management, investment management, and retirement planning. No matter where you are, our team is here to guide you through important financial decisions with confidence and clarity.
RESOURCES
Access practical insights.
Elevate your understanding of financial matters with articles and videos intended to help you learn and grow.
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The Trouble with Joint Bank Accounts “Just in Case”
CFP®, MBA, Director of Wealth Planning
Read Article: The Trouble with Joint Bank Accounts “Just in Case”
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8 Signs Your Estate Plan May Need an Update
CFP®, MBA, Director of Wealth Planning
Read Article: 8 Signs Your Estate Plan May Need an Update
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September 2026 Market Recap
CFA, CFP®, Chief Investment Officer
Read Article: September 2026 Market Recap
CONTACT
Start your journey today.
Connect with our team of Wealth Managers and Certified Financial Planners to discover how we can help you achieve your financial goals.
Find an office near you.
Pittsburgh
Sewickley