FPA Philly is the premier group in the Philadelphia region bringing together over 550 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.

November 30, 2022 Virtual CE Webinar (rescheduled from Nov. 10th)

9:00-11:30 a.m. - Zoom Webinar
Click here for more information and to register.

December 7, 2022 - Chapter Holiday Party

6:00-8:00 p.m. - The Inn at Villanova
Click here for more information and to register.

January 12, 2023 Cross Professions Networking Night

5:00-8:00 p.m. - The Alloy - King of Prussia
Click here for more information and to register.

Meet Our Partners

FP Alpha - Platinum
Clark Capital Management Group - Gold
Transamerica - Gold
Allianz Life Insurance - Silver
Ares Wealth Management - Silver
Charles Schwab -Silver
Chartwell Investment Partners -Silver
Fenimore Asset Management - Silver
Harbor Capital-Silver
Hines Securities - Silver
LoCorr Funds - Silver
Mutual of Omaha - Silver
Capital Group/American Funds - Symposium Sponsor
Sit Mutual Funds - Symposium & Fall Retreat Sponsor