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.

January 26, 2021 - Virtual Education Meeting - 10:00am-12:15pm

2021 Economic Update & Top Ten Year-End Tips and Tactics in a Time of Tax Uncertainty
Click here for more information about this event and to register.

February 11, 2021 Shop Talk - 4:30-5:30 pm

Click here more information about this event and to register.

February 24, 2021 Virtual CE Study Group Meeting 8:30-9:30am

Planning For Your Digital Assets
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March 24, 2021 - Virtual Education Meeting

More information and registration information coming soon!

May 11-12, 2021 - Virtual Annual Spring Symposium

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
Charles Schwab -Silver
Chartwell Investment Partners -Silver
Harbor Funds -Silver
TD Ameritrade -Silver
Ameriprise Financial Services, LLC -Bronze