The Financial Planning Association of Austin is the premier community of financial planners in the central Texas area and serves as the leading financial planning resource for the public and media.

Our mission is to foster and support the value of the financial planning process and its ethical practice through professional growth, networking, education and mentoring. Each year FPA of Austin holds several lunch educational meetings, an Annual Planners Conference, offers CFP Ethics, and hosts a Career Day.

With over 200 members, FPA of Austin serves the financial planning professionals for the central Texas area.

Our 2020 Platinum Partners

  • Balcones Advisory
  • First Trust Portfolios
  • Parrott Wealth Management LLC
  • Per Stirling

Our 2020 Gold Partners

  • Atchley & Associates
  • Collaborative Planning Group
  • Dimensional Fund Advisors
  • DPL Financial Partners
  • Durbin Bennett Private Wealth Management, LLC
  • Fleming & Conway Allstate Agency
  • Harbor Capital Advisors, Inc.
  • Independent Bank Mortgage
  • The Palladium Group
  • Red Oak Compliance
  • Stallion Capital Management

Upcoming Events

Meetings, Career Days and More

Tuesday, May 12, 2020

Monthly Meeting
Details and Registration

Tuesday, June 9, 2020, 11:30 – 1:00 pm, Austin Country Club

Monthly Meeting
Details and Registration

Monday, October 19, 2020

CFP Ethics
Details and Registration

The Latest from FPA of Austin

You Belong Here Script
New Issues Published Monthly

March 2020 Newsletter

Our Board of Directors

Bill Parrott-President.jpg

Bill Parrott, CFP®, President

Parrott Wealth Management
Contact Bill
Margaret Casey-Pres-Elect, Women_s Initiative.jpg

Margaret Casey, CFP®, President Elect and Women’s Initiative Co-Chair

Durbin Bennett Private Wealth Mgmt, LLC
Contact Margaret
Ann Connolly-Treasurer.jpg

Ann Connolly, CFP®, Treasurer

Stifel
Contact Ann
Hannah Simpson-Secretary.jpg

Hannah Simpson, Secretary

Frontier Investment Management
Daphne Jordan-Chairman.jpg

Daphne Jordan, CFP®, Chairman

Pioneer Wealth Management
Contact Daphne
Brooks Morgan-Partners.png

Brooks Morgan, CFP®, Partner Director

WorthPointe
Contact Brooks
Donny Beattie-Membership.jpg

Donald Beattie, CFP®, Membership Director

Guardian
Contact Donald
Blake Rhodes-Programs.jpg

Blake Rhodes, CFP®, Programs Director

TCG Advisors, LP
Contact Blake
Jasen Wallace-Career Day.jpg

Jasen Wallace, CFP®, Career Development Director

Weinheimer Wealth Management
Contact Jasen
Ross Patterson-Pro Bono.jpg

Ross Patterson, CFP®, Pro Bono Director

NXP Semiconductors
Contact Ross
David Hampton-NexGen.jpg

David Hampton, NextGen Director

Gallagher
Contact David
Tasha Rock-Women_s Initiative.jpg

Tasha Rock, CFP®, Women's Initiative Co-Chair

Per Stirling
Contact Tasha

William Martinez, Member at Large

Ameriprise Financial
Contact William

Kacie Swartz, Member At Large

Stone Asset Management
Contact Kacie

Sarah Frankenfeld, Chapter Executive

P: 512-261-4159
Email Sarah