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George M Epitropoulos

Confluence Financial Partners

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About George M Epitropoulos

George Epitropoulos is an Investment Advisor Representative associated with Confluence Financial Partners, a firm with offices in Sewickley, PA and McMurray, PA. George has a background in finance and a history of working in the financial industry. George holds both the Series 65 and the SIE exams and is registered as an Investment Advisor in Pennsylvania. George specializes in working with individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and other businesses. George’s advisory services include financial planning, pension consulting, selection of other advisors, and portfolio management.

Firm Information

George Epitropoulos is currently registered with Confluence Financial Partners. Confluence Financial Partners is a Registered Investment Advisor (RIA) located in McMurray, Pennsylvania. They offer a variety of investment services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. The firm manages approximately $3.06 billion in assets for a diverse clientele that includes individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
Confluence Financial Partners

732 E MCMURRAY RD

MCMURRAY, PA 15317

$3.06B

Assets Under Management

48

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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George Epitropoulos’s Registration & Firm History

PA

06/10/2024 - Present

Confluence Financial Partners (Sewickley PA)

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Licenses & Designations

IA

Issued 06/08/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/17/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George M Epitropoulos.
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