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!

Diversity and Inclusion Scholarship

FPA of Maryland is pleased to announce that we have established our Diversity and Inclusion Scholarship to raise awareness and promote inclusiveness of diverse communities within the financial planning profession. Financial professionals and students, including FPA & non-FPA members, who demonstrate the desire to affect change and diversity within the financial planning profession are eligible to apply.
The scholarship awardee will receive:
 - one year of FPA membership;
 - sponsorship to attend FPA Annual Conference in 2021 or 2022;
- invitation to FPA of Maryland Diversity & Inclusion Committee meetings to collaborate and share ideas around D&I initiatives;
 -invitation to one FPA of Maryland Board meeting to discuss D&I opportunities with the chapter leadership.
The deadline to apply is May 17th at 12noon. Awardee will be announced at our meeting on May 20th. You are welcome to forward this information to all qualified applicants in your network.
Please find the application here.

 

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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?
Click here for more information

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

May 13th 4pm | WiFi Virtual Flower Arranging and Happy Hour

Join us for spring time flower fun. We'll enjoy a virtual workshop and each other's company. You must register by April 30th so materials can be shipped to you. Thank you to Alice's Table.
Learn more and register here.

May 20th 9am – 11am | CFP® Ethics presented by Crystal Alford-Cooper.

We are pleased to welcome FPA MD past-president, Crystal Alford-Cooper, as our presenter. This will be a virtual presentation on Zoom. Two hours CFP Board Ethics CE approved.
Learn more and register here.

June 8th 10am - 11am | Succession Planning

Sean O'Brien with First Eagle Funds brings us the latest research and advise on succession planning.

2021 Partners

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