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

September 19, 12:00PM-1:00PM | Multi Chapter Webinar: Taxes, Transfers & Tea Leaves

Join FPA New England for this multi chapter webinar featuring Leslie Geller, Senior Vice President and Wealth Strategist at Capital Group | American Funds for: Fall 2024 Policy and Planning Update: Preparing Your HNW Clients for a Year of Uncertainty.
Click here to register

September 23, 8AM - 5PM | Fall Retreat | Ethics | Golf Outing at Radnor Valley Country Club

8:00AM - 1:00PM Education & Lunch - 1:00 - 5:00PM Golf Outing followed by Cocktail Reception & Golf Awards
Click here to register

September 24, 6:40PM - 9:40PM | Phillies vs. Cubs

Join FPA Philly Tri-State for a night at the ball park. Ticket is $68.00. Space is limited, register today!
Click here to register!

September 28, 9:30AM-3:30PM | Seeking CFP Volunteers

FPA Metro NY-AARP is hosting "What the Financial-Financial Empowerment Roadmap" at the CUNY Graduate Center. CFP member volunteers are needed!
Click here to register

Chapter Leadership

Meet Our Partners

Allianz Life Insurance - Gold
Cantor Fitzgerald - Gold
Clark Capital Management Group - Gold
Transamerica - Gold
Capital Group/American Funds - Silver
Calamos Investments - Silver
Charles Schwab -Silver
CNL Securities - Silver
Fenimore Asset Management - Silver
FP Alpha - Silver
Hines Securities - Silver
Jackson RIA & Wealth Managers - Silver
Nationwide Advisory - Silver
Osterweis Capital Management - Silver
Sit Mutual Funds - Silver