Partner With Us

Working with the Financial Planning Association of Philadelphia Tri-State Area

The Financial Planning Association of Philadelphia Tri-State Area is supported by a number of exceptional strategic partners who help offset the cost of delivering benefits. These strategic partners, with their commitment to the association, its mission, and its members, are helping to lead FPA’s message of building the community of the financial planning profession.

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.

Annual Sponsor Levels & Benefits:

2025 Partnership Package

Member Demographics

$8,000 Platinum Sponsor 

Website & Social Media 

•             Company logo, description & link to your website on our FPA website

•             Social Media Spotlights and Chapter website space for events, articles and information about your firm

•             Promotion of up to 4 private events

    •  We will help promote targeted events that your firm is hosting outside of the FPA on our website (up to 1 per quarter), social media, and targeted email

•             Two targeted email campaigns to a select group of our members

Education & Events

•             Marquee Sponsor for both the Spring Symposium and Fall Retreat, including:

•             Speaking slot at the Spring Symposium and Fall Retreat *pending approval of presentation

•             Attendee list of event (not including phone and email)

•             Exhibitors Table at our Spring Symposium and Fall Retreat

•            Opportunity to present educational session to members *pending approval of presentation

•             Marquee Sponsorship and priority access of location to host one Happy Hour/Event (sponsor responsible for all costs associated with happy hour)

•             Mailing list of all chapter members (we are not permitted to share phone or email information of our members)

•             Tee time for a foursome at the Fall Retreat/Golf Outing

•             Company Signage

•             Two passes to attend all of our education events

•             Mailing List of event attendees (we are not permitted to share phone or email information of our attendees)

$8,000 Platinum Sponsor 

$5,500 Gold Sponsor 

Website & Social Media 

•             Company logo, description & link to your website on our FPA website

•             Social Media Spotlights and Chapter website space for events, articles and information about your firm

•             One targeted email campaign to a select group of our members

•             Promotion of up to 2 private events

    •  We will help promote targeted events that your firm is hosting outside of the FPA on our website (up to 1 per quarter), social media, and targeted email

Education & Events

•             Marquee Sponsor for one of our Education Meetings or Holiday Party, including:

    •  Signage at the meeting or event
    •  Ability to introduce the speaker with time allotted to introduce yourself and your firm
    •  Attendee list of event (not including phone and email)

•            Exhibitor's Table at our Spring Symposium and Fall Retreat

•            Opportunity to present educational session to members, *pending approval of presentation

•            Mailing list of all chapter members (we are not permitted to share phone or email information of our members)

•            Opportunity to present educational session to members *pending approval of presentation

•            Marquee Sponsorship and priority access of the location to host one Happy Hour/Event (sponsor responsible for all costs associated with happy hour)

•             Mailing list of all chapter members (we are not permitted to share phone or email information of our members)

•             Tee time for 1 golfer at our Fall Retreat/Golf Outing

•             Company Signage at our Fall Retreat/Golf Outing

•             One pass to attend all of our education events

$5,500 Gold Sponsor 

$3,500 Silver Sponsor 

Website & Social Media 

•             Company logo, description & link to your website on our FPA website

•             Promotion of up to 1 private event

    •  We will help promote a targeted event that your firm is hosting outside of the FPA on our website, social media and targeted email

Education & Events

•             Exhibitors Table at our Spring Symposium and Fall Retreat

•             Ability to introduce speaker at our Spring Symposium, Fall Retreat, or Education Event with time allotted to introduce yourself and your firm

•             Marquee Sponsorship and priority access of location to host one Happy Hour/Event (sponsor responsible for all costs associated with happy hour)

•             Tee time for 1 golfer at our Fall Golf Outing

•             Company Signage

•             One pass to attend two of our education events

$3,500 Silver Sponsor 

Contact us at [email protected] to sign up!