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 our Fall 2021 Merit Scholarship. We award this $1000 scholarship annually to a chapter member who is enrolled in an accredited CFP® program or who is studying for the CFP® exam.

The deadline to submit your application is November 8, 2021. The awardee will be announced at our meeting on November 16, 2021 on Zoom. The application instructions are here. The application is here. Please share this information with your colleagues and friends who meet the application requirements. 

 

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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

October 28 | 12 pm - 1 pm | Advisor-to-Advisor Series: Efficiency, Productivity and the Creative Use of Technology

Hear from three peers about the technologies that support the financial planning industry, including CRMs, automations, and financial planning software.
Learn more and register here.

November 16 | 11am - 12pm | Everything You Should Know About Credit Scores

How do credit scores actually work? Are all credit scores the same? (Hint: No!) How can scores be improved without so called “credit repair?” What are “Trigger Leads” ? What is a good, fair or bad credit score?
Learn more and register here

November 18 | 5pm - 7pm | Reconnect Again - Food, Drink and Conversation

Join us at Guinness Brewery to gather in person with FPA MD friends and colleagues. We will follow all CDC guidelines for outdoor events.
Learn more and register here.

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

Registration will open soon

Board of Directors

2021 Partners

American Century Investments
Baltimore Community Foundation
Brighthouse Financial
Elizabeth Cooney Care Network
Equity Mortgage
First Eagle Funds
Geneva Financial
Longbridge Financial
Markin Asset Management
MNS Group
SEM Wealth Management