We have earned FPA's highest Chapter Award, Gold Level status, for four consecutive years. The program provides a way for the FPA to recognize chapters for outstanding performance and special achievement in administration, meetings, strategic planning, continuing education, public awareness, career development, membership development, and leadership training. There are three levels of recognition: bronze, silver and gold each with a separate set of criteria. To qualify for gold-level achievement, a chapter must meet bronze and silver level criteria. Learn more by visiting the FPA National website.

Our Mission and Purpose

We champion the financial planning process by offering our members mentoring and networking opportunities and the highest quality education while enhancing public awareness of the value of financial planning.

Our Vision Statement

To be the premier community of financial planners in Northeastern New York and to serve as the leading financial planning resource for the public and media.

We are here to serve

Thank you for your interest in our association. For more information about chapter events or membership please contact our Chapter Executive or one of our Board Members.