Your partner in planning.

Partner with us

We invite you to become a sponsor of the Financial Planning Association (FPA) of Charlotte and partner with us in supporting our region’s dedicated financial professionals. As a sponsor, your company will gain valuable exposure, increase brand recognition, and connect directly with a community of industry leaders and decision-makers.

Why Sponsor FPA of Charlotte?

  • Direct Access to Financial Planners: Connect with a targeted audience of financial planning professionals looking for tools, insights, and partnerships to elevate their practice.
  • Brand Visibility: Increase your company’s reach through sponsorship at our events, communications, and educational programs throughout the year.
  • Community Impact: Demonstrate your commitment to the growth and success of the financial planning profession in Charlotte by supporting education, networking, and professional development.

Opportunities for Sponsorship:

Our sponsorship packages include options for visibility at our events, including Lunch & Learns, the Annual Symposium, networking gatherings, and more. Each package is designed to maximize your impact and ensure you connect with FPA members in meaningful ways.

DOWNLOAD SPONSOR PACKET

Interested in Becoming a Sponsor?

We’d love to discuss the right sponsorship package for you and explore how we can help you achieve your brand’s goals within the FPA of Charlotte community.

COMPLETE THE SPONSOR FORM NOW

Together, we can make a positive impact on our industry. Join us in supporting the next generation of financial leaders and strengthening the community of financial planners in Charlotte!



Should you have questions, please email us!

Mary Lytch
2025 President
FPA Charlotte


2025 PARTNERS

DIAMOND PARTNERS:
Dimensional Funds

PLATINUM PARTNERS:
Caregiving Corner
Nationwide
Osterweis
Vanguard

GOLD PARTNERS:
AssetMark
CNL
AXOS
Mutual of Omaha Mortgage
Thrivent
TowneBank

SILVER PARTNERS:
Embrace Care
Horizon Investments
Park National Bank
Select Sector SPDRs








FINANCIAL PLANNING ASSOCIATION OF CHARLOTTE | 140 AMICKS FERRY ROAD, SUITE 334 | CHAPIN SC 29036 

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