Cashdollar & Associates

What Cashdollar & Associates does

Cashdollar & Associates is a private, regionally focused financial advisory firm headquartered at 115 Erie Street, Grove City, Pennsylvania, serving individual investors, families, and small business owners across western Pennsylvania. The firm's core offering is fee-based personalized financial planning across seven domains: retirement, investment, estate, insurance, tax, money, and lifestyle — including retirement income strategies, investment management, estate planning, insurance needs assessment, tax strategy, Social Security optimization, RMD planning, and small business retirement plan setup (SEP-IRA, SIMPLE IRA, 401(k), defined benefit). The firm also provides advisory services for 530A accounts (Trump Accounts) introduced under recent federal legislation. Its technology stack is built on the FMG Suite content management platform, which powers a resource center of articles, videos, and an interactive financial calculator suite (retirement savings, IRA income, life insurance needs, emergency fund, RMD, Roth vs. traditional 401(k), mortgage, and investment comparisons) used as top-of- and mid-funnel engagement tools.

The firm's go-to-market motion is sales-led and relationship-based: it delivers advisory services through personalized consultations at the Grove City office and is now part of the Confluence Financial Partners network, with all client inquiries and contact channels redirected to [email protected] and www.confluencefp.com. The firm maintains 11-50 employees, no disclosed revenue, no funding history, and no patents or proprietary technology beyond its content and calculator deployments on FMG Suite. It carries CCPA compliance with a 'Do Not Sell My Personal Information' mechanism, indicating baseline privacy regulatory adherence. The primary customer segment is individuals and families in the retirement preparation phase; a secondary segment is small business owners seeking retirement plan setup and employee benefit solutions. The firm holds no awards, regulatory actions, or public valuation signals in the source data.

Name

Cashdollar & Associates

Legal name

Cashdollar & Associates

Website

https://cashdollarandassociates.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Cashdollar & Associates is a private, Grove City, PA-based financial advisory firm serving individuals, families, and small businesses with retirement, investment, estate, insurance, tax, and money management planning, now operating under the Confluence Financial Partners network.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Personal Financial Management & Budgeting (PFM) (FSAGAAAH)

Keywords

• Financial advisory services
• Retirement planning
• Investment management
• Estate planning
• Insurance planning

Headquarters

HQ city

Grove City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Financial Advisory Services: Fee-based financial advisory and planning services. The firm provides personalized retirement planning, investment management, estate planning, insurance advisory, and tax planning services to individuals and families.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Cashdollar & Associates provides fee-based personalized financial advisory services covering retirement planning, investment management, estate planning, insurance advisory, and tax planning for individuals, families, and small businesses. The firm is supported by an FMG Suite-powered digital platform that delivers interactive financial calculators and an extensive library of educational articles, videos, and infographics. The firm has joined Confluence Financial Partners and now operates under that parent advisory brand.

Product overview

Cashdollar & Associates is a financial advisory firm that has joined Confluence Financial Partners, offering comprehensive financial planning services. The firm's core offering is personalized financial advisory services, supported by an interactive digital platform featuring financial calculators (retirement savings, IRA income, RMD, life insurance needs, emergency fund, mortgage comparison, and tax calculators), educational articles and videos, and specialized planning services for retirement, investments, estate, insurance, tax, and small business retirement plans. The company also provides advisory services for 530A accounts (Trump Accounts) introduced under recent legislation.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Advisory Services

Segments2 records

Ideal customer profiles2 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• Confluence Financial PartnerscoreStrategic or Co-development PartnerCashdollar & Associates has joined Confluence Financial Partners, a larger financial advisory network. This represents a strategic merger or acquisition where the firm maintains its client relationships while gaining access to Confluence's broader resources and network. Clients are directed to www.confluencefp.com for additional information and services.

Scale indicators1 record

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• Northwestern Mutual: Large established financial services firm combining insurance, investment, and retirement planning for individuals and small businesses. Comparable product mix, particularly in insurance planning and small business retirement plans where Cashdollar also serves clients.
• Carson Group: National RIA platform providing holistic financial planning, coaching, and technology to advisors serving individuals and small businesses. Overlaps directly with Cashdollar's planning-service breadth and small business retirement focus.
• Edelman Financial Engines: Major national RIA combining advisor-led financial planning with a strong digital planning toolset. Comparable holistic retirement/investment/estate/tax advisory model and similar reliance on a planning-platform plus advisor relationship approach.
• MassMutual Financial Group: Mutual financial services company offering life insurance, retirement plans, investment advisory, and wealth management to individuals and small businesses. Overlaps with Cashdollar's insurance planning and small business retirement plan offerings.
• Cetera Financial Group: Large independent advisor network supporting RIAs and broker-advisors with back-office, technology, and practice-management resources. Comparable in that Cashdollar's Confluence integration mirrors the kind of independent-advisor platform Cetera represents, and many of Cashdollar's services overlap with Cetera advisors.
• Cambridge Investment Research: Independent broker-dealer and RIA platform supporting financial advisors with compliance, technology, and product access. Comparable as an alternative home for advisors seeking scale and infrastructure similar to what Cashdollar obtained via Confluence.
• Mariner Wealth Advisors: National wealth advisory firm providing comprehensive financial planning, investment, estate, insurance, and tax services to individuals and business owners. Comparable holistic-service model with similar small business and individual focus.
• Creative Planning: Large national RIA offering comprehensive financial planning, investment management, estate, tax, and retirement services to individuals and small businesses. Directly comparable service breadth (seven-domain planning) but at substantially greater scale than Cashdollar.

Regional players

• F.N.B. Wealth Management: Wealth management arm of F.N.B. Corporation serving Pennsylvania and surrounding states with investment, retirement, and estate planning. Comparable regional Pennsylvania footprint, holistic-service mix, and individual/small business client focus.
• S&T Bank Wealth Management: Western Pennsylvania-based regional bank wealth management group offering investment management, retirement, and trust services. Direct geographic competitor to Cashdollar in the same western PA market with comparable individual-investor and small business clientele.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cashdollar & Associates