Confluence Financial Partners
Firm details
- Headquarters
- Mcmurray, Pennsylvania
- CRD number
- 311980
- Registered since
- April 5, 2021
- Website
- www.confluencefp.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.19%
- Individuals13.83%
- Pension & Profit Sharing Plans3.04%
- Corporations / Businesses0.99%
- Charitable Organizations0.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Confluence Financial Partners is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves both individual and family clients as well as institutional investors, operating as a capital allocator that sources third‑party managers in addition to providing direct portfolio management. Its fee arrangements include percentage-of-AUM fees and fixed-fee engagements. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting and selection of other advisers. Confluence reports an affiliation with an insurance company and does not position itself as an active ESG investor. Confluence has been recognized in the industry, appearing on Forbes’ lists of top RIA firms in 2023 and 2024 and on Citywire’s 2026 list of 50 Growers Across America.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities11%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
- US Government Bonds1%
Owners & executives
3 of 5
William Winkeler
Chief Investment OfficerCRD 5668815
Gregory Weimer
Chief Operating OfficerCRD 7116190
Kathleen Thornhill
Chief Compliance OfficerCRD 6108382
Contacts
3 of 40
Casey Robinson
Director of Wealth PlanningCRD 5649211
Brandon Beck
Wealth ManagerCRD 5168802
Nathan Garcia
Wealth ManagerCRD 4371490
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 193Active vs passive
$3.5B in ETFs
21%
$745M
65%
$2.8B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $343M | 6,959,626 | 9.81% |
Location
Mcmurray, PA
Washington
Location
Mcmurray, PA
Headquartered in Mcmurray, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Washington
- Address
- 732 E Mc Murray Rd
- Time zone
- ET (UTC-5)
- Office locations
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