FPA of the Philadelphia Tri-State Area
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
Thursday, March 19th, 2026, 4:30 PM - 6:30 PM FPA Philly - March Madness Happy Hour at City Tap House
Join FPA Philly for our March Madness Watch Party & Happy Hour! Unwind, connect, and enjoy complimentary drinks, light bites, and great conversation with industry professionals. Powered by Pacer ETFs and Transamerica.
Wednesday, May 6th, 2026, Spring Symposium, at Penn State Great Valley
Join FPA Philly Tri-State on May 6, 2026, at Penn State for the 39th Annual Spring Symposium—education, insights, and networking.
Monday, September 14th, 2026, Golf Outing, at The Radnor Country Club
Save-the-Date, more details to come!
Member Resources
FPA Philly - 2026 Mentorship
Get involved with FPA Philly through our one-on-one mentorship program launching in March. Newer planners will be paired with experienced professionals for monthly meetings over six months (March–August). Join our virtual kickoff on February 26 at 11:30am
Partner Resources
2026 Sponsorship Opportunities
Partner with FPA of Philidelphia Tri-State Area. Learn about the ways you can support our chapter. We welcome your involvement
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
Bitwise - Silver
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