Why Become a Strategic Partner

The FPA is committed to attaining and maintaining the highest standards of professionalism in the financial planning industry. FPA members are those who commit to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. They deliver advice using an objective, client-centered, ethical process. Financial Planning is a process not a product.

Our strategic partners are professionals who align with our values and mission. We all work together for the benefit of our clients.