Jonathan Owens, CFP®, CEPA®, AIF®, AEP®

Wealth Management | Financial Planning | Investment Advisory | Estate Planning

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BPG Wealth Management Jonathan Owens, CFP®, CEPA®, AIF®, AEP®
Spokane, WA

Serving Clients Nationwide

Wealth Management | Financial Planning | Investment Advisory | Estate Planning

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

Jonathan Owens is a third-generation financial planner that specializes in wealth accumulation, retirement, estate and multi-generational planning. His goal is to empower, educate, and help people live a life of financial freedom.

Common problems Jon helps people solve include:

✔️ Working with Dave Ramsey fans and listeners to navigate the Baby Steps as a SmartVestor Pro

✔️ Advising affluent individuals and families on tax-efficient institutional investment strategies

✔️ Showing retirees how to maximize their social security and wealth while creating an income distribution plan

✔️ Forecasting early, mid and late career financial planning scenarios to make sure professionals and families are on track for retirement

✔️ Partnering with families to plan for college costs, make a budget, select the right school, and avoid student loans

✔️ Identifying tax planning opportunities to help families and professionals keep their lifetime tax liability as low as possible

✔️ Educating Gen X and Millennials on the financial markets while creating a wealth accumulation plan

✔️ Addressing concerns and providing clients with reassurance, research, and coaching during volatile markets

✔️ Helping clients protect their families, assets, and income with proper insurance coverage

✔️ Implementing next generation wealth transfer strategies with clients while preparing and educating their heirs

✔️ Providing stewardship and financial advice to our client family

Jon has achieved the distinction and honor of being a Qualifying & Life Member of the Million Dollar Round Table (MDRT) as well as a Court of Table and Top of the Table Qualifier. 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.

He enjoys traveling, being in the outdoors, staying active and attending sporting events with his wife Hannah and his daughters Sophia & Savannah.

Professional Designations

  • Accredited Estate Planner (AEP)
  • Accredited Investment Fiduciary (AIF)
  • Certified Exit Planning Advisor (CEPA)
  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • Financial Services Institute

Primary Location

6519 N Maple Street Suite A, Spokane, WA 99208

Additional Locations

📍 2818 N Sullivan Rd, Suite 100-1125, Spokane Valley, WA 99216

📍 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

Please click the "Book Intro Call" button to schedule a 15 minute introductory phone call. This is an opportunity to learn a little more about you, your family situation, where you are at in life and what you're trying to accomplish. It also helps me understand how I can best serve you. Next, we'll set up an in-person or zoom meeting to discuss what's important to you. This is an opportunity for me to demonstrate and educate you about who we are (BPG Wealth Management), our investment philosophy, financial planning services and strategies that we use to help you build and live off of your wealth in retirement. From there, I'll I provide a complete and comprehensive set of recommendations that we (our firm) feel will best help you reach your short and long term goals. This may include investment advice or recommendations, financial planning, tax planning, estate planning, college planning and more! This is also where I share with you the cost of moving forward and you'll have everything you need to make an informed decision on whether we are the right fit for you. Up until this point is completely complimentary.

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.

Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with Osaic Wealth, Inc. and is not sponsored or endorsed by Osaic Wealth.

Education

Linfield University, Bachelor of Science (B.S.), Business

Hobbies and Interests

  • Family
  • Sports
  • Traveling

Who We Serve

  • Baby Boomers
  • Business Owners
  • Christians
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Entrepreneurs
  • Families
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • Individuals
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Real Estate Agents
  • Real Estate Investors
  • Sales Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.