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, March 13th, 2:30pm - 6:00pm, Education & Happy Hour at the Cynwyd Club, 332 Trevor Lane, Bala Cynwyd

Join us for two educational sessions , with Rob Montella from First Trust and Kelly LaVigne and John Thyberg from Allianz. Happy Hour to follow!
Click here to register

38th Annual Spring Symposium, Wednesday, May 14th, 2025, Annual Symposium at Penn State, Malvern PA

Join us for the 38th Annual Spring Symposium hosted by FPA Philly Tri-State at Penn State! Featuring Evan Beach from Financial Behavior Keynote Group. Enjoy a day of insightful presentations on the latest industry topics, followed by happy hour.
Click here to register

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

Bridgeford Trust - Platinum
Allianz Life Insurance - Gold
First Trust - Gold
Transamerica - Gold
Capital Group/American Funds - Silver
Calamos Investments - Silver
Charles Schwab -Silver
Fenimore Asset Management - Silver
FP Alpha - Silver
Hines Securities - Silver
Nationwide Advisory - Silver
Osterweis Capital Management - Silver
Sit Mutual Funds - Silver