Confluence Financial Partners

Confluence Financial Partners, headquartered in Pittsburgh, PA, is committed to redefining the financial services industry by fostering genuine relationships and providing quality service to clients across Pennsylvania and Florida. With a team of Wealth Managers and Certified Financial Planners, they specialize in financial planning, wealth management, investment management, and retirement planning for individuals, families, and non-profit organizations.

Dedicated to maximizing the lives and legacies of their clients, Confluence Financial Partners operates with a mission-driven approach that emphasizes personalized financial solutions and strategic investing. They offer valuable resources, including articles and videos, to help clients enhance their understanding of financial matters and make informed decisions.

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