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

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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
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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

Pittsburgh’s Best Places to Work

We are happy to announce Confluence Financial Partners has been named as one of Pittsburgh’s Best Places to Work by The Pittsburgh Business Times. Click Here to see article: Best Places to Work! The 2019 Best Places to Work in Western Pennsylvania honors the region’s most outstanding workplaces. Winners are selected based on an online […]

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Sep 24, 2019

Living with Purpose: Doug Smith | Episode 4

Doug Smith, L3 (Learn, Launch, Lead) Leadership founder and podcast host has interviewed hundreds of world-class leaders — from Clint Hurdle, Mike Sullivan, and Mike… Doug Smith, L3 (Learn, Launch, Lead) Leadership founder and podcast host has interviewed hundreds of world-class leaders — from Clint Hurdle, Mike Sullivan, and Mike… Read More
Sep 03, 2019

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… 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… Read More