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, December 4th, 2025, 5-7:00pm, Member Holiday Reception & Giftcard Drive at The Cynwyd Club in Bala Cynwyd, Pennsylvania.

Join us for the FPA Philly Tri-State Member Holiday Reception at the Cynwyd Country Club. Eat, drink and visit with fellow members and friends from 5PM to 7PM. This event is complimentary to members and guests. Please donate giftcard for the food drive.
Click here to register

Wednesday, January 7, 4-6:30pm, National and Regional Economic Outlook & Happy Hour at The Union League

Join FPA Philly for an Economic Outlook with Federal Reserve economist Ryo Tashiro. He’ll cover the economy’s outlook, labor market trends, and inflation’s impact on monetary policy. Happy Hour to follow. 1 CFP® CE.
Click here to register

Wednesday, May 6th, 2026, Spring Symposium, at Penn State Great Valley

Save-the-Date, more details to come!

Monday, September 14th, 2026, Golf Outing, at The Radnor Country Club

Save-the-Date, more details to come!

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