BFA Wealth Partners

Financial Services • Greenbelt, Maryland, United States • 1-10 Employees

Company overview

Headquarters	6406 Ivy Ln, Suite 220, Greenbelt, Maryland 20770, US
Website	bfawealthpartners.com
NAICS	52
Keywords	Business Succession Planning, Charitable Planning, Premium Financing, Wealth Transfer, Executive Benefits, Estate Planning, Captive Insurance Companies, Coli/ Boli Planning, Policy Review Audits, Toli Fiduciary Reveiw
Founded	2005
Employees	1-10

Key Contact at BFA Wealth Partners

Brian Betz

Director Of Private Wealth Management

About BFA Wealth Partners

A family owned and operated company, renowned for our consultative approach to advanced planning, plan design, underwriting and multi-generational service. BFA Wealth Partners is comprised of two distinct entities; our legacy firm, Betz Financial Advisory LLC, formed in 2005 as proud partner of Capitas Financial and BFA Capital Partners LLC, formed in 2025 as a M Financial Member Firm. Together, they form a comprehensive life insurance consulting firm aligned with a national network of top-tier resources, thought leadership and industry expertise. For more than 20 years we’ve collaborated with trusted advisors in financial planning, risk management, tax, and legal planning to craft and administer life insurance strategies tailored for high-net-worth families and successful entrepreneurial clientele to optimize their estate and income tax planning.

BFA Wealth Partners revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

Director

Employees by Department

BFA Wealth Partners has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

BFA Wealth Partners has never raised funding before.

Frequently asked questions

BFA Wealth Partners is located in Greenbelt, Maryland, US.

BFA Wealth Partners was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

BFA Wealth Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at BFA Wealth Partners

Brian Betz

Director Of Private Wealth Management

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