Tune In

Get inspired to maximize your life and legacy with “Imagine That,” our new podcast series.

Listen Now

Home

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

Exceptional ExperienceWill you enjoy the journey?

Recent News

Maximizing Your Legacy with The Pittsburgh Foundation’s Kate McKenzie | Episode 3

Almost every high-net-worth investor wants to make a difference through philanthropy, but far too few know how to maximize the impact of their generosity. Greg Weimer, one of Confluence’s founders and Wealth Managers, leads a conversation with Kate McKenzie, Assistant Director of Development at The Pittsburgh Foundation, on the many benefits of charitable giving. Together, […]

Read More
Aug 14, 2019

Financial Legacy

How to Nurture Moneywise Children Teach your children to treasure their financial legacy. Most parents appreciate the importance of traditional education in their child’s development… How to Nurture Moneywise Children Teach your children to treasure their financial legacy. Most parents appreciate the importance of traditional education in their child’s development… Read More
Jul 26, 2019

Family and Life Events

Make Lasting Memories by Savoring Life's Simple Joys While extravagant vacations are great, you don’t need to spend a lot of money to make meaningful… Make Lasting Memories by Savoring Life's Simple Joys While extravagant vacations are great, you don’t need to spend a lot of money to make meaningful… Read More