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BUSINESS SPOTLIGHT
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CONFLUENCE FINANCIAL PARTNERS
HELPING TO SECURE YOUR FINANCIAL FUTURE
I
f you’re looking for a wealth management team that’s going to put
you and your family first every time, Confluence Financial Partners’
Jonathan Jordan and Randy Holcombe want to help.
As independent advisors, Jordan and Holcombe are two members
of the growing Confluence family.
“I’m a third-generation Pittsburgh native,” Jordan said. “I went
to Fox Chapel High School and earned my degree in managerial
economics from Allegheny College.”
Holcombe came to Pittsburgh for college and never left.
“I’m originally from Wisconsin, but went to Grove
City College and started my career in finance writing
for The Motley Fool’s ‘Seeking Alpha,’” he said. “I love
the area, and my wife and I now live in Etna.”
With eight advisors on the team, you’re not getting
one person overlooking your assets at Confluence —
you’re getting the whole team looking out for you.
“We do everything as a team,” Jordan says. “Because
of that you’ll receive a broader scope of expertise than
you would likely find in any one person. That’s very
important in our mission to really make a difference in
Pittsburgh and enhance the lives of as many
people as we can throughout the region.”
The advisors at Confluence Financial
Partners take a “quarterback” strategy to
help clients do just that. They work with
your accountants, attorneys or other
advisors to make sure all of the pieces in
your financial life are working together.
They’re able to assist clients with investment
choices, estate planning, insurance
planning, needs assessments and more.
It’s also worth noting that because it’s an independent company,
with advisors offering fee-based services, Confluence has access to a
wide variety of financial products on the market.
“One of our core strengths is in listening to our clients and really
trying to understand why they’re investing,” Holcombe said. “We’ve
found that people can be investors their entire lives without really
understanding with laser focus and clarity why they’re investing. We
drill down so that every facet of our clients’ financial plan is clear to
them and meets their long-term needs.”
In essence, the team at Confluence Financial
Partners has always valued common sense. The
investment plans that they develop, along with the
personalized portfolios that drive them, are based
on each client’s unique goals. While investing can
be complex, there is something refreshing about
providing simple, straightforward advice. If it’s
time to adopt an investment experience based
on an uncommon common-sense approach, then
Confluence Financial Partners’ Randy Holcombe and
Jonathan Jordan would like to introduce themselves
to you.
For more information on Confluence
Financial Partners, including a listing of all of
the ways the advisors can help you obtain
your financial goals, go to the website at
ConfluenceFP.com or call 412.391.0377 to
make an appointment today.
Securities offered through Raymond
James Financial Services, Inc. Member
FINRA/SIPC. Confluence Financial Partners is
not affiliated with Raymond James Financial
Services.
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