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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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Recent News

A New Model for Private Schools | Episode 12

The value of a strong educational foundation cannot be overestimated. For parents looking to provide for their children’s future, there can be no better investment. Join host and Partner of Confluence Financial Partners, Greg Weimer, as he interviews Gloria Hudock, Father Mike Caridi, and Harmony Stewart — three board members of South Hills Catholic Academy, […]

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Marketing in the Time of Coronavirus | Episode 11

Join host and Partner of Confluence Financial Partners, Greg Weimer, and his guests, advertising industry veterans Bill Garrison, Partner at Garrison Hughes, and Dave Popelka,… Join host and Partner of Confluence Financial Partners, Greg Weimer, and his guests, advertising industry veterans Bill Garrison, Partner at Garrison Hughes, and Dave Popelka,… Read More

Estate Planning and Taxes | Episode 10

Policy decisions can have a tremendous impact on taxes and estate planning. For a look forward, join host and Partner of Confluence Financial Partners, Greg… Policy decisions can have a tremendous impact on taxes and estate planning. For a look forward, join host and Partner of Confluence Financial Partners, Greg… Read More