Our goal is to help clients manage, preserve, and grow their wealth over time while shaping the life and legacy you envision.
from our clients *
4,500+
families served
70+ associates
across 5 offices
$6.0B+ AUM
as of 6/30/25
Our Track Record:
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At Confluence Financial Partners, we help you make decisions that support your priorities now and in the future.
Unclear legacy goals – Knowing you want to leave an impact, but unsure how to do it effectively
Fear of missing opportunities or making costly mistakes – Worrying about overlooking important planning decisions
Disjointed advice from multiple professionals – Different advisors providing conflicting guidance
Financial complexity – Multiple accounts and investments make it difficult to see the full picture
As your wealth grows, so does the challenge of managing it all with clarity and confidence. Many of our clients come to us facing one or more of these common concerns:
What’s next for you?
The Confluence Standard*
The Confluence Standard combines personalized service, comprehensive planning, and long-term partnership to help meet each client’s unique goals with clarity and confidence.
Financial Planning
We work closely with clients to understand their goals and values, aligning financial decisions with their life aspirations. Our Wealth Planning Team then develops a comprehensive, tailored plan with clear steps to help achieve those goals.
We manage investments to help achieve client goals, not beat arbitrary benchmarks. Our objective-based approach combines active and passive strategies, strategic planning, and tax-efficient solutions to maximize returns and minimize long-term costs.
Portfolio Management
Client Experience
We believe customer service goes beyond expectations, creating a seamless, supportive, and informed experience. Our approach delivers personalized attention, clear communication, and proactive support.
Strategic Evolution
We are committed to continuous learning and growth, using new technologies and service models. By attracting experienced professionals, we enhance our ability to innovate, adapt, and deliver client-focused service that meets evolving needs.
Fiduciary Commitment
Integrity and transparency guide everything we do. As fiduciaries, we strive to provide clear, value-driven advice that always puts your best interests first, delivering honest, objective, and personalized financial guidance.
Wealth Management Services
We go beyond portfolio management, using a holistic approach to develop a cohesive strategy designed to help achieve your goals and maximize your legacy.
Retirement Planning
Estate Planning
Social Security Analysis
Tax Planning
Employee Benefit Review
Insurance Planning
Cash Flow Analysis
Business Consulting
Non-Profit Consulting
Philanthropic Planning
Education Planning
Corporate Cash Management
Banking (RJ or Schwab Bank)
Employer Sponsored Retirement Plans
Business Solutions
Our wealth management services include:
Define, plan and invest for what’s next
Headquartered in Pittsburgh, PA, Confluence Financial Partners helps individuals and families bring clarity and confidence to your financial decisions. As your wealth advisors, we help you plan strategically and invest intentionally to create lasting impact for your life and legacy. Whether you’re managing growing wealth, preparing for retirement or planning for the next generation, our advisors work to provide personalized guidance built around your unique vision. Navigate your next steps with Confluence Financial Partners.
Largest Money Manager
Largest Investment Services Firms
Pittsburgh Business Times
2018-2025
Pittsburgh Business Times
2021-2025
Fastest 50 Growing Companies
Pittsburgh Business Times
2021, 2022, 2025
Pittsburgh Business Times
2019-2025
Best Places
to Work
Forbes Top
RIA Firm
Advisors &
RIAs to Watch
50 Fastest Growing RIAs
Forbes
2023-2025
Advisor Hub
2025
Financial Advisor Magazine
2025
Top RIAs
Financial Advisor Magazine
2023-2025
Third Party Ranking Disclosures
CFP has been named as one of the Best Places to Work by the Pittsburgh Business Times 2019-2025. The nomination was based on voluntary annual employee surveys conducted by Quantum Workplace. Pittsburgh Business Times requires a submission fee for consideration. No compensation has been provided for this rating.
CFP was nominated as one of the Fastest 50 Growing Companies in Pittsburgh by the Pittsburgh Business Times in 2021, 2022, and 2025. Privately held Pittsburgh companies were ranked by percentage of growth in revenue over the most recent three years. Companies must have had at least $2 million in revenue to qualify. No compensation has been provided for this rating.
CFP has been named one of the Largest Investment Firms in Pittsburgh by the Pittsburgh Business Times in 2018-2025. This list is ranked by local registered reps. No compensation has been provided for this rating.
CFP has been named one of the Largest Money Managers in Pittsburgh by the Pittsburgh Business Times in 2021-2025. This list is ranked by discretionary assets under management. No compensation has been provided for this rating.
CFP has been named a Forbes Top RIA Firm 2023 - 2025. SHOOK Research is independent from Forbes and does not receive compensation from the advisors, firms, media, or any other source in exchange for placement on a ranking. The annual ranking algorithm reviews data weighted to ensure the priorities are given dynamics such as ‘best practices’, business models, business activity, etc. Each variable is graded and represents a certain value for each measured component. No compensation has been provided for this rating.
CFP has been named one of the Advisors and RIAs to Watch by Advisor Hub in 2025. Ranking is based on a combination of scale, growth, and professionalism, considering factors like assets, revenue, client growth, regulatory record, and community involvement. No compensation has been provided for this rating.
CFP has been named one of the 50 Fastest Growing RIAs. List is based on reported AUM data from participating firms, and ranks them based on year-over-year growth in assets. No compensation has been provided for this rating.
CFP has been named one of the Top RIAs by Financial Advisor Magazine in 2025. List is based on total assets under management at the end of the year, year-over-year growth in assets, growth in assets per client, and other firm characteristics that reflect the quality and performance of the advisor. No compensation has been provided for this rating.
*Rankings do not guarantee future performance or client satisfaction.
The difference our partnership makes
We take pride in the trust our clients place in us. Discover what they have to say about their experience with Confluence Financial Partners.
“Advice is timely and on point. Follow-ups are excellent. I think I'm well taken care of.”
"Incredibly helpful and always there whenever you have a question. And they respond almost immediately. We are very satisfied with our experience and recommend Confluence to anyone we see."
“We are very happy with the customer service and growth with Confluence Partners.”
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We are on a mission to help our clients maximize their lives and legacies through personalized financial planning, strategic investing, and quality service.
Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. The content on this site is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Wealth Services, Inc. Investing involves risk; clients may experience a profit or a loss. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov.
*The Confluence Standard is the internal approach and process of Confluence Financial Partners. This statement does not reference the securities industry as a whole nor is it intended to indicate a standard practice outside of Confluence Financial Partners operations.
Confluence has entered into a branding arrangement with the Pittsburgh Steelers, which allows us to use the team’s name and logo in certain marketing materials. This relationship is strictly promotional and does not imply that the Steelers endorses the firm or its services. The firm compensates the Steelers for this arrangement.
©2025 Confluence Wealth Services.
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