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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.

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The Four Cornerstones
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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.

Recent News

Confluence Commentary

Why dividends will continue to be an important part of your portfolio… Investing in stocks is a good way to grow wealth in the long-run. With interest rates at their current levels, it is generally the best way to achieve long-term goals such as retirement and education. As we’ve written in the past, there are […]

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New Downtown Pittsburgh Location – One PPG Place, Suite 2420 Pittsburgh, PA 15222

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Confluence Commentary

Now that you have decided you need a financial advisor, what are the next steps? Once you have determined that you need a financial advisor… Now that you have decided you need a financial advisor, what are the next steps? Once you have determined that you need a financial advisor… Read More