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, October 24th, Happy Hour, South Jersey, 6:00 - 8:00PM

Happy Hour in South Jersey with FPANJ at Beach Haus Brewery. This event is brought to you by The Membership Committee. We look forward to seeing you there!
Click here to register

Thursday, November 7th, Practice Management Meeting, 2:00 to 6:30PM

Join FPA Philly Tri-State for their Fall Meeting at the Alloy Hotel | 301 W Dekalb Pike | King of Prussia. CE, Happy Hour and Networking!
Click here to register

Wednesday, November 13th, Strategic Trust Planning in a Shifting Tax Landscape, 12:00 to 1:00PM

Webinar: Strategic Trust Planning in a Shifting Tax Landscape
Click here to register

Tuesday, November 19th, 5:00 to 7:30PM, PICPA Cross Professions Networking night

Please join us for Eastern PA Cross-Professions Networking Night! We're putting CPAs and other accounting professionals in the same room with attorneys, financial professionals, and other business leaders -- it's niche networking with a purpose.
Click here to register

Meet Our Partners

Allianz Life Insurance - Gold
Cantor Fitzgerald - Gold
Clark Capital Management Group - Gold
First Trust - 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