Jeffrey Owens, AIF®
Planning For Generations
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BPG Wealth Management
Jeffrey Owens, AIF®
Clackamas, OR
Serving Clients Nationwide
Planning For Generations
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Me
Jeffrey Owens began his career in financial services in 1979 when he joined his two uncles, already in the business. Through the years, Jeff worked on building his personal practice by forming lasting relationships through outstanding client service. In 1992, Jeff’s experience and dedication to his profession earned him a promotion to General Agent for John Hancock’s Portland, Oregon office.Jeff developed a passion for the Retirement Plan market, and when 401(k) plans entered the marketplace, he established an independent firm, now operating as BPG Wealth Management LLC powered by Business Planning Group.
BPG has since evolved to a highly successful firm which focuses on planning for emerging and growing businesses in addition to exit, distribution, succession and estate planning strategies for individuals and owners of family and closely held businesses. Constant client contact coupled with creative value-added event has helped BPG build its own legacy of achievement.
As a seasoned financial service professional, Jeff is an industry veteran in Non-Qualified Deferred Compensation plan design and implementation. Jeff brings his expertise to businesses with highly compensated individuals where traditional Defined Contribution plans discriminate against highly compensated executives.
Jeff has been recognized for his accomplishments and dedication to his clients throughout his career. He has achieved the distinction and honor of becoming a Lifetime Member of the Million Dollar Round Table (MDRT), a qualifying member of the Top of Table and a three-time recipient of the Quality of Life Award. MDRT is an international, independent association of financial professionals comprised of Life Insurance and Financial Service professionals who strive to serve their clients with exemplary performance, standards and ethics.
In addition to being the leader of the BPG Team, Jeff enjoys spending time outdoors hunting and fishing, and loves spending time with his family and being a grandpa to his granddaughters Sophia and Savannah.
Professional Designations
- Accredited Investment Fiduciary (AIF)
Primary Location
10151 SE Sunnyside Rd Suite 460 Clackamas, OR 97015
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form or give us a call to schedule an introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
BPG Wealth Management is a full service multi-generational financial planning firm that serves as your strategic partner in helping to create financial independence and confidence through the most crucial stages of your life.OUR GOAL
Our goal is to provide families, business owners, executives, and those looking for guidance in managing their assets with a plan to take control of their finances and feel confident about their future.
OUR SERVICES
Our services include financial planning, retirement services, investment advisory services, insurance solutions, and exit & succession planning for businesses.
OUR CULTURE
Our partners bring a combined 95+ years of experience as a strategic resource to help simplify your financial life. Serving clients in the Pacific Northwest and across the country since 1979, we provide you with unbiased advice based solely on your needs and goals.
As a multi-generational firm rooted with an entrepreneurial spirit, we understand the challenges that families and businesses face in both good times and bad. With a unique balance of generational and gender diversity, our team members each provide a distinct perspective that can relate to any client’s needs. A mix of different cultures and backgrounds combined with our commitment to excellence allows us to design and implement a strategy based on individual situations and objectives.
Whether you’re 4 miles or 4,000 miles away, our commitment is to you, your family, and your business to be there with you every step of the way.
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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics.
Education
Linfield College, Bachelor of Arts (B.A.), Business
Hobbies and Interests
- Family
- Fishing
- Hunting
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Individuals
- Intergenerational Families
- Living in Retirement
- Parents
- Women’s Finance
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