Broker Check

Financial Planning Built to Last for Generations

The choices in front of you deserve more than a one-size answer, so we take the time to understand your circumstances before we suggest a single step. From your first conversation onward, you work with people who explain the reasoning behind every recommendation and stay with you as your situation evolves.

Schedule a Meeting

What We Do We build the strategies that make the rest of your life possible.

Financial Planning.

We map out how your resources today line up against retirement, education, and the other goals ahead of you. As your circumstances change, we revisit that plan with you and adjust it so it keeps pace with your life.

Investment Advisory.

We build a portfolio around your goals, your timeline, and a level of risk that suits your situation, then manage it with discipline as markets move. Rather than reacting to the headlines, we keep your strategy tied to the reasons you began investing.

Retirement Plans.

We help business owners design and manage retirement plans that genuinely serve their employees and stand up to their responsibilities as plan sponsors. For the people saving through those plans, we offer clear guidance that builds confidence in the decisions they are making.

Who We Help Those With Something to Pass On

Our clients come to us with different histories and ambitions, though most share a desire to build something lasting and put it to use in the life they want.

Growing and Multi-Generational Families

Growing and
Multi-Generational Families

Strategies that serve parents, children, and the generations who will follow them.

Business Owners

Business Owners

Guidance through growth, transition, and the eventual sale or succession of what you have built.

Corporate Executives

Corporate Executives

We assist corporate executives in integrating complex compensation and holdings into a comprehensive, long-term wealth strategy.

How We Help Coordinated Solutions Across Your Financial Life

Your needs seldom arrive one at a time, which is why our services are built to work together rather than in isolation. As those needs change, the same team adjusts the plan with you.

Financial Planning


A roadmap that weighs retirement, education, and major goals against where you stand today and revisits them as life shifts.

Learn more

Investment Advisory


Portfolios shaped around your goals, timeline, and comfort with risk, managed with discipline through changing market conditions.

Learn more

Retirement Plans (For Businesses)


A central point connecting your accounts, business interests, and outside advisors so each decision accounts for the whole picture.

Learn more

Tax Planning


Coordination of withdrawals, gains, and contributions with your tax professional to direct more of your money toward what matters.

Learn more

Estate Planning


Structures that pass your wealth according to your wishes and reflect the values you want to carry forward.

Learn more

Insurance Planning


Coverage matched to where you may be exposed, sized to protect the people who depend on you without excess.

Learn more
Jeffrey Owens

Jeffrey Owens, AIF®

President, Partner

Jonathan Owens

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

Vice President, Partner

Jessica Porter

Jessica Porter, RICP®, AIF®

Vice President, Partner

Hayley Porter, AIF®, (k)RS™

Hayley Porter, AIF®, (k)RS™

Financial Advisor & Retirement Plan Coordinator

Alice Tang

Alice Tang, ChFC®, MIM

Financial Advisor

Ann Young

Ann Young

Office Manager

Melissa (Mel) Carroll

Melissa (Mel) Carroll

Account Processing Manager

Ashley Sundby

Ashley Sundby

Office Coordinator

Get To Know Us

Contact Us Talk About What Comes Next

A short conversation is the best way to see whether we are the right fit for your goals and the people you are planning for. Reach out to start the discussion whenever the time feels right for you.

Take The First Step

jonathan@bpgnetwork.com · (503) 654-7676