Gregory
Weimer
Confluence Financial Partners
Answer a few questions and
get matched with an advisor.
About this Advisor
Gregory Weimer is a financial advisor operating out of Canonsburg, Pennsylvania with a total of 2 years of industry experience. Weimer works at Confluence Financial Partners. During their career, the advisor has held roles at Wells Fargo Advisors Financial Network, LLC, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Hdh Group, Inc, Confluence Financial Partners and Confluence Wealth Services, Inc. Weimer holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania and Texas. Confluence Financial Partners is an advisory firm that has its headquarters in Canonsburg, PA. The investment advisory business has offices in three locations and a total of 42 employees. It administers $3 billion in total assets between its 7,223 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 10 charitable organizations. Of its 7,223 customer accounts, 24% are held by high-net-worth clients who have more than $1 million in investable assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on the services. However, fees charged by Confluence Financial Partners typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Confluence Financial Partners Brokerage Details
$2,469,850,578
42
7,223
$341,942
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Gregory Weimer Work History
Gregory has been registered as a financial advisor for 2 years.*
Confluence Wealth Services, Inc
Hdh Group, Inc
Confluence Financial Partners
Raymond James Financial Services
Raymond James Financial Services Advisors Inc
Wells Fargo Advisors Financial Network, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Weimer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Confluence Financial Partners
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
