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

SAVE THE DATE: Thursday, March 20th, 2025, 2pm - 5pm, Educational Conference & Happy Hour

Please join the FPA of Philly for two educational sessions at the Cynwyd Club in Bala Cynwyd. Happy Hour to follow.

SAVE THE DATE: Wednesday, May 14th, 2025, Annual Symposium at Penn State, Malvern PA

Please join the FPA of Philly for the Annual Symposium at Penn State , Malvern PA.

SAVE THE DATE: Monday, September 15th, 2025, Retreat & Golf at the Radnor Country Club, Villanova, PA

Please join the FPA of Philly for a chapter retreat along with golf. Registration details TBD.

Chapter Leadership

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