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...
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Assets Under Mgmt
$2.47B
Investment Professionals
26
Locations
3
% 401K & Individual
% Discretionary
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
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