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BFJ Wealth Management,LLC

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BFJ Wealth Management, LLC

Our core mission at BFJ Wealth Management, LLC is to help our clients achieve long-term financial security and peace of mind through tax-efficient, comprehensive wealth management. Through personalized financial planning and state-of-the-art investment and tax strategies, we are here to help you reach financial freedom.

our team

MEET OUR TEAM

MISSION STATEMENT

To build a better future for our clients and employees because we care.

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Our Services

Investment Management

Tax Planning

Real Estate & Debt Management

Insurance Planning

Asset Protection

Education Planning

Executive Benefits & Business Planning

Retirement Planning

Estate Planning

News

  • 5 Things to Consider Before Doing a 529 Plan Rollover

    There are a number of reasons why someone might want to change 529 plans. Perhaps your plan has been under-performing, or you maybe you moved and your new state offers a tax deduction for contributions. In the rare event that a state closes a plan, such as Tennessee’s prepaid tuition program, account owners have the option to rollover their account ...

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  • Avoid These Life Insurance Missteps

    Are you about to buy life insurance? Shop carefully. Make your choice with insight from an insurance professional, as it may help you avoid some of these all-too-common missteps.   Buying the first policy you see. Anyone interested in life insurance should take the time to compare a few plans – not only their rates, but also their coverage terms. ...

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Contact Us

  • BFJ Wealth Management, LLC
    10500 Little Patuxent Parkway Suite 710 Columbia, MD 21044
  • Email: info@bfjfinancial.com
    Phone: 301-260-8600 |410-825-3322
    Fax: 301-260-8093 | 410-825-3325

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Securities offered through 1st Global Capital Corp.,Member FINRA , SIPC Investment Management Solutions (“IMS”) Platform fee-based asset management accounts offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. All other investment management and financial planning services are offered through BFJ Wealth Management, LLC. BFJ Wealth Management LLC and 1st Global Capital Corp. are unaffiliated entities. We currently have individuals licensed to offer securities in the states of Alabama, Arizona, California, Colorado, District of Columbia, Delaware, Florida, Georgia, Illinois, Maryland, Nevada, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Virginia and Wisconsin. This is not an offer to sell securities in any other state or jurisdiction.

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