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!

 

We are pleased to announce updates to our 2021 Merit Scholarship. The scholarship is open to residents of Maryland or students at a Maryland university who are enrolled in a CFP program or studying for the CFP exam.

The deadline to submit your application is January 15, 2021. The awardee will be announced in February, 2022. The application instructions are here. The application is here. Please share this information with your colleagues and friends who meet the application criteria. 

 

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Our Committees

What are you passionate about? Join forces with like-minded members.
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Partner with FPA of Maryland

Interested in becoming a partner?
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Job Board

Please check back often to stay current on employment opportunities within our FPA of Maryland community.
Click here for Job Board

2021 Chapter Events

December 9 | 11am - 12pm | Growing the Independent HNW Practice by Maximizing Long-Term Client Income

How do wealthy families invest; the mathematics of income; investment strategies for income; income optimization analytics; stewarding family wealth
Learn more and register here.

December 16 | 12pm - 1pm | Advisor to Advisor Series: Working Together Across Industries to Support Clients

Financial planning is about more than just money. When we work with clients, we want to make sure that they and their families have the financial security they need through illness, divorce, death, or other life-changing events.
Learn more and register here.

Board of Directors

2021 Partners

American Century Investments
Apex Home Loans, Inc.
Baltimore Community Foundation
Brighthouse Financial
First Eagle Funds
Geneva Financial
Longbridge Financial
Markin Asset Management
MNS Group
SEM Wealth Management