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.
OUR STRATEGIES & SOLUTIONS
Traditional Life Insurance, Long Term Care, & Disability Insurance
Private Placement Life & Annuities
Specialty Products
Wealth Preservation & Estate Planning
Asset protection and multigenerational wealth transfer planning outside the transfer tax system
Tax Reduction
Planning
Tax-efficient accumulation and distribution planning for high-income earners, entrepreneurs, and trust owned assets
Corporate
Planning
Succession planning for a smooth transition and strategies to recruit, reward and retain key talent
Niche
Specialties
⎷ Premium Finance & Split Dollar Designs
⎷ Wealthy Global Citizens
⎷ Sports and Entertainment
⎷ High Limit Disability Insurance
⎷ Life Settlements
"If you think it’s expensive to hire a professional, wait until you hire an amateur.”
RED ADAIR
OUR TEAM
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OUR STAFF
Carrie Eichelberger
New Business Manager
Michelle Brooks
Licensing & Policy Service
Kiandra Brooks
New Business Coordinator
COMPREHENSIVE PROCESS
Advanced Planning
Collaboration across the full spectrum of the trusted advisor team to coordinate all aspects of personal financial, corporate, tax and legal planning objectives with personalized techniques.
Plan Design
Our independent ownership allows an unbiased, customized analysis to evaluate the economics of various insurance products and planning alternatives. Elements to consider include product and insurance company selection, efficient coverage amounts, premium funding duration and payment methods.
Underwriting
By leveraging deep, long-standing relationships across the industry, combined with our clinical medicine background and underwriting expertise, we’re able to advocate more effectively for our clients. The result – access to more competitive offers, smarter underwriting decisions and optimized pricing.
Service
As a family-owned business, our multi-generational approach ensures ongoing continuity for our valued advisors and trusted clients. Proper planning requires a consistent review process to monitor the course of the entire financial plan.
