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.

June 2, 2022 Virtual CE Study Group Breakfast

8:30-9:30 a.m. (Zoom)
Click here for more information and to register.

June 16, 2022 In-Person Happy Hour in Center City

5:30-7:00 p.m.-Yards Brewing Company
Click here for more information and to register.

June 21-22, 2022 D.C. Advocacy Day - All Members Invited and encouraged to attend!

Click here for more informationa nd to regsiter.

July 14, 2022 In-Person CE Study Group Breakfast

8:00-9:00 a.m. - Conshohocken
Click here for more information and to register.

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

5:00-7:00 p.m. - P.J. Whelihan's
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 and golf in the afternoon).

November 10, 2022 In-Person Education Meeting

Time & Venue TBD

December 9, 2022 - Chapter Holiday Party

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

Chapter Leadership

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
Hines Securities - Silver
LoCorr Funds - Silver
Mutual of Omaha - Silver
Capital Group/American Funds - Symposium Sponsor
Sit Mutual Funds - Symposium Sponsor