Confluence Financial Partners

Financial Advisor in McMurray, PA

Firm Info
Address: 732 E McMurray Rd, McMurray, PA 15317, USA
Phone: (724) 271-8801

Firm Size
Assets Under Management: $2.5 billion
# of Advisors: 24
# of Clients: 6,192
Client to Advisor Ratio: 258:1
Average Account Size: $405,134
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Confluence Financial Partners Overview

Confluence Financial Partners is a fee-only Registered Investment Advisory Firm based in McMurray, PA. Having been in business since 2021, they offer investment advice services only, including financial planning, portfolio management for individuals and small businesses, as well as businesses or institutional clients. Additionally, they also specialize in pension consulting services, further demonstrating their extensive knowledge and expertise in the investment industry. As a fee-only firm, Confluence Financial Partners is dedicated to providing unbiased advice to their clients, putting their best interests first and foremost. This means that they do not receive compensation from any third-party product providers, ensuring that their clients are never influenced by any conflicts of interest. Instead, they work tirelessly to develop customized solutions for each client, ensuring that their individual financial goals are met. If you're looking for a firm that offers impressive investment services, Confluence Financial Partners is a great choice. From financial planning to portfolio management, pension consulting services, and even the selection of other advisors, their comprehensive approach to investment management is sure to suit your unique needs. Trust in their dedication and expertise to help you achieve your financial goals, whatever they may be.

, hourly rates, fixed fees, or retainer agreements. Confluence Financial Partners serves a diverse clientele, ranging from individual investors to state and municipal government entities and charitable organizations. Its client base also includes high net worth individuals and pension or profit sharing plans. In addition, the firm serves other types of corporate entities, as needed. Confluence Financial Partners offers a range of fee structures, depending on the service provided. This includes percentage-based fees, hourly rates, fixed fees, and retainer agreements. The firm works closely with its clients to tailor a fee structure that best fits their needs and goals. Regardless of the chosen fee structure, Confluence Financial Partners is committed to providing high-quality financial advice and guidance to help its clients achieve their desired outcomes.

Typical Clients, Fee Structures & Investment Minimum

According to Confluence Financial Partners' Part 2 Brochure, there are no minimum account values for their advisory program accounts. The note in Item 4 of the brochure states that Confluence serves a variety of clients, including individuals, professionals, business owners, corporate executives, retirement plans, and businesses, but there is no mention of any investment minimum. Therefore, it can be inferred that Confluence does not have an investment minimum requirement for their advisory program accounts.

How This Office Can Help McMurray, PA Residents

Confluence Financial Partners is a financial advisory firm that offers personalized financial planning services to clients located in McMurray, PA. The firm is dedicated to helping clients achieve their financial goals by developing customized investment strategies tailored to their unique circumstances. Clients living in McMurray, PA face a range of financial situations, from planning for retirement to saving for their children's college education. Confluence Financial Partners works with clients to assess their current financial situation and develop a plan that takes into account their specific financial goals, risk tolerance, and future aspirations. The firm offers a variety of services and resources, including investment management, tax planning, estate planning, and retirement planning, all of which are designed to help clients achieve their financial goals and build wealth over time. Whether clients are just starting out or are already retired, Confluence Financial Partners has the expertise and experience to help them navigate their financial journey.

To view the Minimum Investment and Fee Schedule for Confluence Financial Partners, visit their Part 2 Brochure.

Services Offered by Confluence Financial Partners

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Confluence Financial Partners most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 732 E McMurray Rd, McMurray, PA 15317, USA
Phone (724) 271-8801
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Confluence Financial Partners is registered to service clients in the following states:

  • Alabama
  • Arizona
  • California
  • Connecticut
  • Delaware
  • Florida
  • Georgia
  • Hawaii
  • Illinois
  • Indiana
  • Kentucky
  • Louisiana
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Missouri
  • Nevada
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • Ohio
  • Oregon
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Utah
  • Virginia
  • West Virginia
  • Wisconsin

Disciplinary History

Confluence Financial Partners does not have any disclosures. Please visit it's Form ADV for more details.