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

June 8, 2023 CE Webinar hosted by our Silver Partner, Ares Wealth Management Solutions

9:00-10:00 a.m.
Please click here for more information and to register.

June 22, 2023 Happy Hour at Iron Hill Brewery in Center City hosted by our Silver Partner, Fenimore Asset Management

5:30-7:00 p.m. - Iron Hill Brewery (1150 Market Street)
Click here for more information and to register.

July 13, 2023 CE Webinar hosted by our Gold Partner, Cantor Fitzgerald

Noon-1:00 p.m.
Click here for more information and to register.

July 27, 2023 Happy Hour hosted by our Silver Partner, Ares Wealth Management

5:30-7:00 p.m. - Venue in Wayne area TBD.

August 10, 2023 Virtual CE Webinar

9:00-10:00 a.m. - More info to follow.

September 14, 2023 CE Webinar hosted by our Gold Partner, First Trust

12:00-1:00 p.m.
Click here for more information and to register.

September 14, 2023 Happy Hour hosted by our Gold Partner, Transamerica

5:30-7:00 p.m. - Venue in Blue Bell area TBD

September 15, 2023 New Member Orientation (Virtual)

9:00-10:00 a.m. - More info to follow.

October 2, 2023 - Fall Retreat/Ethics/Golf Outing - SAVE THE DATE!

8:00 a.m. - Noon (followed by Lunch, Golf, & Networking Reception after golf). Radnor Valley Country Club, Villanova, PA

October 19, 2023 Happy Hour hosted by our Silver Partner, LoCorr Funds

5:30-7:00 p.m. - Venue in Lehigh Valley area TBD

December 7, 2023 Holiday Party

6:00-8:30 p.m. - Venue TBD

Chapter Leadership

Meet Our Partners

MRB Partners - Platinum
Allianz Life Insurance - Gold
Cantor Fitzgerald - Gold
Clark Capital Management Group - Gold
First Trust Portfolios, LP - Gold
Transamerica - Gold
Ares Wealth Management - Silver
Capital Group/American Funds - Silver
Charles Schwab -Silver
dpl Financial Partners - Silver
Fenimore Asset Management - Silver
FP Alpha - Silver
Hines Securities - Silver
Jackson RIA & Wealth Managers - Silver
LoCorr Funds - Silver
Sit Mutual Funds - Silver