FPA Philly is the premier group in the Philadelphia region bringing together almost 500 local professionals in the financial planning industry. Join today and meet like-minded professionals working to improve our practices and grow our businesses. Our goal is to provide premier education and industry events, as well as networking and practice management opportunities.

Chapter Events

Mark your calendar to attend these meetings.

FPA Philly Tri-State President's Message

Video link here

Wednesday, July 9, 11:00am-11:45am, Webinar : Highlights and Happenings

What's in it for you? Join FPA Philly's board members to hear about what's happening in your chapter. See you there!
Click here to register

Wednesday, July 30, Noon-1:00pm, Webinar: Tax-Deferred Exchanges Overview

Join FPA Philly and Mike Kondras, of Hines Securities, Inc. for, Tax-Deferred Exchanges Overview . This course presents the foundation to understand tax-deferred exchanges.
Click here to register

Monday, September 15 Retreat & Golf at the Radnor Valley Country Club, Villanova, PA

Join the FPA of Tri-State Philly for golf and An Engaging, Thought-Provoking Experience for Financial Professionals Carl Richards is known for his powerful keynote speeches.
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Wednesday, October 8, Noon-1:00pm, Webinar: Take the Mystery out of Medicare

Join FPA Philly and Mark Brownstein for this insightful presentation. Educate yourself and your clients on navigating Medicare in 2025.
Click here to register

Chapter Leadership

Meet Our Partners

Bridgeford Trust - Platinum
Midland Advisory - Platinum
Allianz Life Insurance - Gold
First Trust - Gold
Transamerica - Gold
Silver Bridges Consulting - Gold
Emerald Medicare - Gold
Calamos Investments - Silver
Charles Schwab -Silver
Fenimore Asset Management - Silver
FP Alpha - Silver
Hines Securities - Silver
Sit Mutual Funds - Silver
iCapital - Silver
Capital Group/American Funds - Bronze