Joe Tabaka - Wealth Manager

See you there.

Confluence Financial Partners is hosting a private event for Pittsburgh families. 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...

Proud of our team!

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.

National recognition 👍

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/