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.

June 25-26, 2024 Bloomberg Invest

All Philly Members are Invited to Attend this event for Free!
Click Here to Register

Mentor Program Now Accepting New Participants. Apply by June 30th

If you are looking to get more involved with FPA Philadelphia and enjoy one-on-one relationships, now is your opportunity! Starting in August, we will be hosting an FPA driven one-on-one mentorship program.
Click here to register!

July 10, 2024,12:30pm Webinar | Tax Playbook : Help Identify & Plug The Holes in Your Client’s Buckets

Join Jeffrey Clark. Investment accounts can be thought of like a bucket that collects your client’s assets. While the goal of a bucket is often to fill it up, sometimes
Register Here!

September 23, 2024 Fall Retreat | Ethics | Golf Outing at Radnor Valley Country Club

8:00 a.m. - 1:00 p.m. Education & Lunch - 1:00-5:00 p.m. Golf Outing followed by Cocktail Reception & Golf Awards

Meet Our Partners

Allianz Life Insurance - Gold
Cantor Fitzgerald - Gold
Clark Capital Management Group - Gold
Transamerica - Gold
Capital Group/American Funds - Silver
Calamos Investments - Silver
Charles Schwab -Silver
CNL Securities - Silver
Fenimore Asset Management - Silver
FP Alpha - Silver
Hines Securities - Silver
Jackson RIA & Wealth Managers - Silver
Nationwide Advisory - Silver
Osterweis Capital Management - Silver
Sit Mutual Funds - Silver