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Continuity Insured.

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OUR FIRM

BFA Wealth Partners is a boutique life insurance consulting firm specializing in the design and implementation of advanced planning using Traditional and Private Placement life insurance solutions.
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FAMILY OWNED
AND OPERATED

Independent ownership with no preconceived agenda

Financial District

INTELLECTUAL
CAPITAL

Knowledge driven advice with imagination and creativity

Image by Cytonn Photography

CLIENT CENTRIC
PROCESS

Planning with a defined purpose with a reputation of caring

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Image by Ashton Bingham
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SERVING CLIENTS FROM OUR NATION'S CAPITOL

"In this world, nothing can be said to be certain, except death and taxes.”

 

BENJAMIN FRANKLIN

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6406 Ivy Lane, Suite 220, Greenbelt MD 20770

Ph: 301.220.2100

team@bfawealthpartners.com

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©2025 by BFA Wealth Partners, LLC

Betz Financial Advisory, LLC and BFA Capital Partners LLC dba BFA Wealth Partners.

 

Securities offered through The Leaders Group, Inc. Member FINRA/SIPC. 

475 Springfield Ave., Ste 1, Summit, NJ, 07901. BFA Wealth Partners is not affiliated with The Leaders Group, Inc.

 

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. BFA Wealth Partners is independently owned and operated. BFA Capital Partners LLC is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

 

Check the background of this firm and/or investment professional on FINRA's BrokerCheck

 

For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

 

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.  CA Insurance License # 0I72700

 

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

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