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.

July 28, 2022 In-Person Happy Hour in South Jersey

5:30-7:00 p.m. - P.J. Whelihan's
Click here for more information and to register.

August 10, 2022 New Member Orientation Webinar

9:00-10:00 a.m. - Zoom Webinar
Click here for more information and to register.

August 18, 2022 In-Person Happy Hour coming to the Lehigh Valley Area

5:30-7:00 p.m. - Copperhead Grille
Click here for more information and to register.

September 15, 2022 In-Person Happy Hour in Doylestown

5:30-7:00 p.m. - Chambers 19 Bistro & Bar
Click here for more information and to register.

October 3, 2022 In-Person Fall Retreat/Ethics/Golf Outing at Radnor Valley Country Club

8:00 a.m. - Noon (followed by lunch, golf & Networking Reception in the afternoon).
Click here for more information and to register.

October 7, 2022 In-Person Career Day - 9:00 a.m.-4:00 p.m. Save the date!

Alter Hall-Temple University

October 20, 2022 In-Person Happy Hour in King of Prussia

5:30-7:00 p.m. - Bar Taco
Click here for more information and to register.

November 10, 2022 In-Person Education Meeting

Time & Venue TBD

November 17, 2022 In-Person Happy Hour in Center City

5:30-7:00 p.m. - Venue TBD
Click here for more information and to register.

December 9, 2022 - Chapter Holiday Party

6:00-8:00 p.m. - Venue TBD

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