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

SAVE THE DATE Monday, September 15th Retreat & Golf at the Radnor Valley Country Club, Villanova, PA

Please join the FPA of Philly Tri-State for a chapter retreat along with golf. Registration details TBD.

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