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
- HNWI75.07%
- Individuals16.97%
- Pension & Profit Sharing Plans2.75%
- Charitable Organizations2.6%
- Corporations / Businesses1.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Confluence Financial Partners is an independent, SEC-registered registered investment adviser that operates as a capital allocator for both individual/family and institutional clients. Registered in 2021 as a corporation, the firm provides financial planning and discretionary portfolio management across individual, small business and institutional accounts, and offers pension consulting and third‑party manager selection. Its fee models include both AUM-based percentage fees and fixed fees. Confluence also maintains an industry affiliation with an insurance company and is not characterized as an active ESG investor. The firm appeared on Forbes’ lists of Top RIA Firms in 2023 and 2024.
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
Stephanie Bogden
Chief Operating OfficerCRD 4558684
Gregory Weimer
Chief Executive OfficerCRD 1528413
Gregory Weimer
Chief Operating OfficerCRD 7116190
Contacts
3 of 38
Corey Taylor
Client Service AssociateCRD 7359976
Samantha Sheetz
DirectorCRD 6526555
Thomas Fitzsimmons
Wealth AssociateCRD 7955435
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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