Confluence Financial Partners attended the 2026 Annual Grove City College golf outing.
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We had the privilege (despite some rain!) to join the 2026 Annual Grove City College golf outing! The Kimmich Team represents two proud Grovers - Matthew Kimmich, CFP® &…
Company
Confluence Financial Partners
Your life. Your legacy. Our mission.
- Industry
- Financial Services
- Location
- McMurray, US
- Company size
- 51–200 employees
About Confluence Financial Partners
At Confluence Financial Partners, we seek to build lasting relationships through a dynamic, client-focused approach that keeps the goal of your long-term success at the core of everything we do. We offer a comprehensive suite of services to help position you for financial success. Backed by years of experience across many dimensions of wealth management, our team is committed to guiding you through the stages of life and business with strategic insight and support. Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is a SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov The content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Financial Partners. Investing involves risk; clients may experience a profit or a loss.
See moreLatest activity
Latest activity from Confluence Financial Partners
4 signals
Presence & Recognition
Confluence Financial Partners recognized workers across communities for Labor Day
Presence & Recognition
Confluence Financial Partners featured Greg Weimer and Sabrina Saunders Mosby, President & CEO of Vibrant Pittsburgh, in an episode of Living Your Legacy discussing leadership, workplace culture, burnout, and living with intention.
People
Confluence Financial Partners welcomed Casey Robinson, CFP, as Director of Wealth Planning.
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