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The Capitas Advantage:  Sophisticated, Unbiased Solutions®

 

Capitas has a proven track record of providing unbiased and unmatched support and service to leading financial institutions. Capitas provides comprehensive support for all life insurance, disability income and long term care insurance needs across the country for national wirehouses and private banks. 

 

Representing the leading insurance carriers in the industry not only assures Capitas a choice of top quality, sophisticated products and programs, but an unbiased approach allows Capitas to provide the right solutions to financial problems and opportunities. Leveraging the accumulated knowledge and experience of the individual wealth accumulation, management, and distribution practices of Capitas’ associates, Capitas provides solutions for virtually any estate planning scenario. From insurance portfolio analysis to hypothetical modeling, Capitas combines proven techniques with cutting-edge processes. Capitas contributes insurance expertise for the most sophisticated financial planning considerations. This comprehensive and strategic approach to planning is the backbone of Capitas’ success

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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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