Joe Tabaka - Wealth Manager

04/09/2026

See you there.

Confluence has entered into a branding arrangement with the Pittsburgh Steelers, which allows us to use the team’s name and logo in certain marketing materials. This relationship is strictly promotional and does not imply that the Steelers endorses the firm or its services. The firm compensates th...

04/02/2026

Appreciate our clients. We strive to be better everyday-for you.

With over 200 reviews, Confluence Financial Partners has maintained a 5-star average rating. We are honored by our clients’ trust and feedback and are committed to delivering the highest level of service.

*100% of survey responses are included when calculating the overall average rating that we display on our website, and ratings are automatically updated when new survey responses are processed. Please visit our website for testimonial disclosures.

03/21/2026

Happy birthday to my exceptional colleague Chuck, esteemed partner, friend, and brother from another mother.
May your special day be filled with inspiration and joy!

11/21/2025

Grateful to be part of Confluence Financial Partners, where we strive to make every financial journey purposeful and confident. Thrilled to see our commitment showcased on All Access with Andy Garcia.

We’re thrilled to share that starting this week, Confluence Financial Partners will be featured on the public television program All Access with Andy Garcia! In this documentary, our team discusses how we help clients create the life they desire in the present while planning for the future they envision. We accomplish this through education, innovation, and personalized planning.

🎬 Learn more and watch the full video here: https://hubs.la/Q03Vd8Qz0

11/19/2025

Proud of our team!

11/11/2025

Thank you for your service. 🇺🇸

09/11/2025

This will be time well spent!

Join us for an in-person seminar:
Designing a Life and Legacy Through Intentional Planning

Presented by Greg Weimer, CEO of Confluence Financial Partners

We’ll guide you through:
✔ Defining what matters most and why
✔ Aligning your 'why' with a financial strategy
✔ Investing with purpose and intention
✔Consolidating your financial life for clarity

📌 Two dates. Two locations. One opportunity to shape your future. Choose the session that fits your schedule and start planning with confidence.

🍷 Come early for light refreshments and stick around after the seminar for complimentary food and drinks.

👉 Reserve your spot today. https://hubs.la/Q03GTMLV0

08/06/2025

This says a lot and we're growing. If you're interested we have opportunities throughout the company.

For the seventh consecutive year, Confluence Financial Partners has been named one of the Pittsburgh Business Times’ Best Places to Work! 🏆✨

This recognition driven by confidential employee feedback on leadership, communication, culture, and collaboration reflects the dedication and passion of our entire Confluence team. It’s all about creating a workplace where people thrive, enjoy their work, and feel truly valued.

A huge thank you to our incredible team for making Confluence such a special place. 💼❤️

Confluence Financial Partners has been named as one of the Best Places to Work by the Pittsburgh Business Times 2019-2025. The nomination was based on voluntary annual employee surveys conducted by Quantum Workplace. Pittsburgh Business Times requires a submission fee for consideration. No compensation has been paid for any of our rankings or ratings.

07/21/2025

Very proud of who we are and where we are going.

Confluence Financial Partners has been named #8 on Financial Advisor Magazine’s 50 Fastest Growing RIAs of 2025.

We’re also proud to be recognized among America’s Top RIAs by the same publication.

This recognition reflects the trust our clients place in us and the dedication of our team to delivering guidance through every stage of life.

Thank you for being part of our continued growth.

Confluence Financial Partners was nominated as one of the fastest growing RIAs of 2025 by Financial Advisor Magazine. Companies were ranked by percentage of growth in assets from 2023-2024 using the data Confluence provided Financial Advisor magazine. Awards or inclusion on ranking lists are not indicative of future performance or representative of any one client's experience. No compensation has been provided for this rating.

06/13/2025

National recognition 👍

01/28/2025

We can help guide you and your family to discuss the things you should, but don't know how to approach.

Family meetings are key to aligning financial goals and helps everyone understands their role in preserving wealth. By discussing inheritance plans, succession strategies, and long-term objectives, you can create a unified approach for the future.

At Confluence, we can help guide these discussions, providing clarity and direction for all generations. https://hubs.ly/Q033Yn0Z0

01/11/2025

Great advice from a planner who is also a CPA

As we enter the new year, don’t wait to implement tax strategies that could improve your financial situation. For investors, smart tax strategies can mean keeping more of what you earn and maximizing the value of your portfolio. Here are some key approaches to consider as you plan for 2025. https://www.confluencefp.com/smart-tax-strategies-to-keep-more-of-your-income-in-2025/