Nfp Wealth Team

We are an experienced full-service independent financial planning team of advisors at NFP headquartered in Bethesda, MD. We work with individuals, families, and business's in the Midatlantic as well as throughout the country. We pride ourselves on a team approach for our clients for two important reasons. First, in an ever changing financial planning and regulatory environment, it is vital to have specialists focused on your financial planning needs. As fiduciary advisors, we provide our clients with a thorough and efficient plan. Insurance services provided through The Meltzer Group, Inc.(TMG), a subsidiary of NFP Corp.(NFP). Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with TMG or This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).