FPA of Maryland

The Financial Planning Association of Maryland is the premier community that develops and supports financial planning professionals and elevates the financial planning profession in Maryland.

The Maryland Chapter of the FPA supports approximately 300 members across the state and southern Pennsylvania, with most members centrally located in the Baltimore-Washington corridor. The organization benefits members and partner organizations alike by bringing together like-minded professionals for networking, professional development, community outreach, advocacy, and business-building opportunities throughout the year. Some of our specialty groups include Women in Finance and NexGen for new financial advisors.

We would love to welcome you to our chapter. Join today!

2022 Merit Scholarship
We believe in supporting the financial planning industry. In support of that belief, we are pleased to accept applications for our 2022 Merit Scholarship. This $1000 award is given annually to a student enrolled in a certified CFP program in a Maryland college or university. The application is here. The application instructions are here. The deadline to apply is October 28, 2022. Please share this information with those in your network who qualify.

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October 12 | 5:00 - 7:00 p.m. | Wine, Whiskey and Networking

Our partner Sean O'Brien with First Eagle Investments is hosting a wine and whiskey tasting at Clock Restoration Bar located in QG Baltimore. We're excited about this unique location and seeing you there!

Click here for more information and to register.

October 20 | 12:00 - 1:00 p.m. | Learn About the Continuing Care At Home Model with The Wesley at Home

Your clients will be glad you took the time to learn about this concept from The Wesley at Home. You'll learn the financial advantages and considerations of this unique care program

Click here for more information and to register.

November 8 | 5:30 - 7:30 p.m. | NexGen Study Group

Calling all NexGen and guests. Bring a topic or question you'd like to discuss. Food and drinks provided.

Please click here for more information and to register;

November 9 | 5:30 - 8:00 p.m. | Heavy Seas Networking

Thank you to our partner Ken Venick with Apex Home Loans for hosting us. Great beer and food. Even better conversations and networking. Ahoy! We'll look for you there!

Please click here for more information and to register.

November 17 | 4:30 - 6:00 p.m. | Harford County Connections

We're back to Harford County and invite you to connect. Please join us and bring a colleague or friend - the more connections the better. There is no charge to attend.

Please click here for more information and to register.