FPA Philly is the premier group in the Philadelphia region bringing together over 600 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.

April 28, 2021 - Is There Plenty of Room to Run for Value Stocks? Courtesy of our Sponsor, Chartwell Investment Partners

Conference Call - 4:15 p.m.
Please click here to register for this conference call.

May 4, 2021- Monthly Virtual Happy Hour

6:00-7:00 PM
Click here for more information and to register.

May 11-12, 2021 - Virtual Annual Spring Symposium

Click here for more information and to register.

June 1, 2021 - Monthly Virtual Happy Hour

6:00-7:00 PM
Click here for more information and to register.

July 6, 2021 - Monthly Virtual Happy Hour

6:00-7:00 PM
Click here for more information and to register.

September 21, 2021 - Ethics/Golf Outing

Radnor Valley Country Club

November 9, 2021 Education Meeting & Networking Reception

Normandy Farm, Blue Bell, PA

Chapter Leadership

Meet Our Partners

Clark Capital Management Group - Gold
Harbor Funds -Gold
Charles Schwab -Silver
Chartwell Investment Partners -Silver
Hines Securities - Silver
LoCorr Funds - Silver
Ameriprise Financial Services, LLC -Bronze