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.

March 9, 2021 Virtual Happy Hour

Monthly Happy Hours Scheduled - First Tuesday of every month 6:00-7:00pm
Click here for more information and to register.

March 11, 2021 Practice Management Boot Camp

8:00am-3:00pm (MST) - Hosted by CO Chapter and FREE to all FPA Members
Click here for more information and to register.

March 24, 2021 - Spring Virtual Education Meeting

10:00am-12:45pm - 3 CFP CE Credits Pending Approval
Click here for more information and to register.

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 -Gold
Hines Securities - Silver
LoCorr Funds - Silver
Ameriprise Financial Services, LLC -Bronze