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.

October 2, 2023 - Fall Retreat/Ethics/Golf Outing

8:00 a.m. - Noon (followed by Lunch, Golf, & Networking Reception after golf). Radnor Valley Country Club, Villanova, PA
Click here for more information and to register.

October 19, 2023 Finance Networking Night-Employers Welcome!

5:00-7:00 p.m. - Temple University - Alter Hall, 7th Floor
Click here for more information and to register.

October 20, 2023 New Member Orientation (Virtual)

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

November 9, 2023 - CE Webinar - Financial Planning for Newly Widowed Clients

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

November 14, 2023 PA State Advocacy Day

Pennsylvania State Capitol, Harrisburg, PA
Click Here to Register

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