Chevy Chase, MD Office

KFA Private Wealth Group serves individual and high‑net‑worth clients, trusts, pension and profit‑sharing plans, and corporate entities, providing financial planning, portfolio management, retirement plan consulting, and wealth management. Investment Management and Wealth Management services are offered through the firm’s wrap fee program, and the firm also provides tax preparation and accounting services and offers insurance products through its representatives.

The firm constructs goal‑based portfolios using strategic asset allocation and broad diversification, combining passive and active management with an emphasis on manager selection and use of the lowest‑cost share classes. KFA Private Wealth Group conducts ongoing monitoring and due diligence of independent managers and engages clients regularly to align investments with time horizon, liquidity needs, tax considerations and risk tolerance.

Distinctive features disclosed in the brochure include the firm’s in‑house tax prep and accounting services, which it acknowledges may present conflicts of interest that clients can elect to accept or decline, and its practice of delivering investment and wealth management only through wrapped accounts. The firm also outlines specific custody safeguards for standing letters of authorization and discloses that it does not provide cash or non‑cash compensation for testimonials or endorsements.