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FPA Benefits

EST. AUM
$500,000,000

CONTACTS
8

CLIENT ACCOUNTS

Firm Details

Metro area Philadelphia
CRD Number
Website fpabenefits.com
Client types

Overview

FPA Benefits is an employee-benefits and wealth advisory team under the FPA umbrella in West Chester, Pennsylvania. The group serves employers and individuals with retirement plan consulting and personal wealth management coordinated through Private Advisor Group (RIA) and LPL Financial (brokerage/custody). Services span plan design, participant education, fiduciary process support, and individualized planning covering cash flow, investments, retirement income, insurance and estate considerations. The team operates with a planning-first approach and periodic reviews, integrating employer plans with household strategies to align goals, timelines and risk tolerance. Clients receive local relationship management with platform resources from LPL and oversight from Private Advisor Group.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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