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

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BFA Wealth Partners

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