Confluence Financial Partners
Confluence Financial Partners is a renowned regional investment advisory firm headquartered in McMurray, PA, with four offices strategically located to serve clients effectively. The firm boasts a total of 42 dedicated professionals, with 26 of them providing exceptional investment advisory services to a diverse clientele.
Impressively, Confluence Financial Partners' investment advisors average approximately $260,010,000 in assets under management per advisor, well above the industry average. This exceptional figure demonstrates the firm's expertise in managing substantial portfolios on behalf of their clients.
With over 1,820...see more
Investment Professionals
26
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Other Business Activities
- Insurance broker or agent
Reviews for Confluence Financial Partners
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