Group Members save 15% off national FPA dues and 10-20% off conference registrations.
Group Members save 15% off national FPA dues and 10-20% off conference registrations.
1. Download your application
2. Select your Group tier
Current FPA Group Membership Firms |
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| FPA thanks the following firms for their participation in our Group Membership program. The financial planning community recognizes and appreciates their continued support of FPA's Primary Aim to foster the value of financial planning and advance the financial planning profession. |
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Abacus Planning Group, Inc. Accredited Investors AdvisorNet AEPG Wealth Strategies Aequus Wealth Management Al Hewitt Financial Group Ames Planning Associates, Inc. Aspiriant, LLC Asset Planning Services Austin Asset Management Ballentine Partners LLC Baltimore - Washington Financial Advisors, Inc. Bartlett & Co. BBVA Wealth Solutions, Inc. Bedel Financial Consulting, Inc. Bell Investment Advisors Blankinship & Foster, LLC BondStreet Wealth Management, LLC Bridgeworth Financial Budros, Ruhlin & Roe, Inc. Cain, Watters & Associates Calvert Wealth Management Carlson Capital Management Carter Financial Management Center for Financial Planning Certified Financial Group CJM Wealth Advisers, Ltd. Clayton Financial Services, Inc. Clintsman Financial Planners Cornerstone Capital Advisors Corrigan Financial, Inc. DaVinci Financial Designs DBS Investment Advisers DiNuzzo Index Advisors Eclectic Associates Evensky & Katz Wealth Management FBB Capital Financial Asset Management Corporation Focus Financial Forum Financial Management Foster Group, Inc. Fox Financial Gilbert Advanced Asset Management, Inc. Gitterman & Associates Golub Group Gordon Asset Management, LLC GTRUST Financial Partners Hamilton Capital Management, Inc. Hefren-Tillotson, Inc. Henssler Financial Group Heritage Financial Services, Inc. Hewins Financial Hokanson Associates Homrich Berg Howard Financial Services HoyleCohen Independence Advisors, LLC JFS Wealth Advisors JNBA Financial Advisors John G. Ullman & Associates Kanaly Trust Company Keats, Connelly and Associates, LLC Key Private Bank KHC Wealth Management Services L. Paul Kassouf & Co. Lara, Shull & May, LLC Lasecke Weil Wealth Advisory Group, LLC Lassus Wherley Lee Financial Corporation Legacy Wealth Management, Inc. Leonard Rickey Investment Advisors, PLLC Leonetti & Associates LLC |
Liberty Financial Group, Inc. Linscomb & Williams Massey Quick & Co., LLC McGladrey Wealth Management MDE Group Mission Wealth Management Moisand Fitzgerald Tamayo LLC Moneta Group Money Matters Mosaic Financial Muhlenkamp & Company Northern Trust NorthWest Financial Services Inc. Pathways Advisory Group, Inc PDS Planning Petersen Hastings Pinnacle Advisory Group, Inc. Planning Solutions Group Private Ocean Protected Investors of America Pure Financial Advisors, Inc. Quest Capital Management Radnor Financial Advisors, Inc. Raskob Kambourian RegentAtlantic Capital, LLC Riverpoint Capital Management Robertson, Griege & Thoele Rodgers & Associates Ronald Blue & Company Roof, Eidam & Maycock RS Crum Inc. RTD Financial Advisors, Inc. Savant Capital Management SFMG Wealth Advisors Sharkey, Howes & Javer, Inc. Shelton Financial Group SK Wealth Management, LLC Spero-Smith Investment Advisers, Inc. StanCorp Investment Advisers Stearns Financial Group Stepp & Rothwell, Inc. Strategic Financial Alliance Strategic Wealth Management Group, LLC Sullivan, Bruyette, Speros & Blayney SVA Plumb Financial Syverson Strege & Company TFC Financial Management, Inc. The Enrichment Group The Family Firm The Financial Advisors The Financial Network Group The Harbor Group, Inc. The Marshall Financial Group, Inc. Towneley Capital Management, Inc. Transamerica Retirement Management Truepoint Inc United Capital United Planners' Financial Services of America Veritat Advisors Versant Capital Management Vogel Financial Advisors Wade Financial Waller Financial Planning Group, Inc. Walnut Creek Wealth Management Wealth Enhancement Group Wells Fargo Advantage Funds Wescott Financial Advisory Group, LLC West Financial Services Westport Resources Wetherby Asset Management Willow Creek Wingate Wealth Advisors, LLC |

Contact your Group Administrator or email GroupMembership@FPAnet.org to request it.