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
blue holiday

Tuesday, December 3rd, 5-7pm, Holiday Reception

Join us at the Waynesborough Country Club, Paoli, PA, for a fun night of holiday cheer.
RSVP Here

Thursday, January 9th, 4-6:30pm, Economic Update & Happy Hour

Please join FPA Philly for National and Regional Economic Outlook with Ryo Tashiro, an economist from the Federal Reserve, will be giving a general overview of the economy. Happy hour and networking to follow.
Click here to register

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