Confluence Financial Partners
Highly Engaged Employees
Highly Engaged EmployeesFinance · Pennsylvania, United States · 11-50 Employees
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Overview
Headquarters
1605 Carmody Ct Ste 101, Sewickley, Penn...Phone Number
(724) 719-6600Website
www.confluencefp.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Jan
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ZI Rank
2
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2
About Confluence Financial Partners
Confluence Financial Partners, based in Pittsburgh, PA, specializes in financial planning, investment management, and retirement planning. The firm serves individuals, families, businesses, and non-profit organizations, aiming to maximize their lives and legacies through personalized financial strategies. With multiple offices across Pennsylvania and Florida, Confluence is committed to providing quality service and building genuine relationships with clients. Their mission is to guide clients through important financial decisions with confidence and clarity.Explore more
Confluence Financial Partners Org Chart
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Confluence Financial Partners financials insights
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2020
Debt
$350K
Confluence Financial Partners Tech Stack
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Confluence Financial Partners News & Media
Confluence Financial Partners Featured on Public Television Documentary All Access with Andy Garcia
PITTSBURGH, Nov. 20, 2025 /PRNewswire/ -- Confluence Financial Partners, a Pittsburgh based wealth management firm, is proud to announce its feature in the public television documentary All Access with Andy Garcia. The segment will showcase Confluence's thoughtful approach to helping...
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Frequently Asked Questions Regarding Confluence Financial Partners
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Confluence Financial Partners, based in Pittsburgh, PA, specializes in financial planning, investment management, and retirement planning. The firm serves individuals, families, businesses, and non-profit organizations, aiming to maximize their lives and legacies through personalized financial strategies. With multiple offices across Pennsylvania a... Read More
