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About Us

Our Story

Our Story

BPG Wealth Management's story began in 1979, when Jeffrey Owens started his career in the financial services industry with John Hancock Mutual Life Insurance Company's Portland office.

As Jeff worked with families and business owners over the years, he realized they needed more than investment advice - they needed a trusted partner who could help navigate every aspect of their financial lives. That vision led him to found the Business Planning Group in 1987.

On January 1, 2000, Business Planning Group opened its doors as an independent firm, entering a new millennium with a simple mission: help people make confident financial decisions and build lasting wealth. What began as a one-person practice has since grown into an award-winning firm serving individuals, families, and businesses across the country.

In 2014, the firm became BPG Wealth Management, reflecting the comprehensive wealth management and planning services it had grown to provide. That same year, Jeff took another important step toward his original vision by welcoming his son, Jonathan Owens, as a partner. In 2019, Jessica Porter joined the partnership, reinforcing BPG's commitment to building a firm designed to serve clients – and to endure - for generations.

While our team, services, and reach have evolved, our purpose has remained the same: we believe financial planning is about more than numbers. It's about helping people create opportunities, protect what matters most, and leave a legacy for the people they love.

Whether you're just beginning your financial journey or planning for future generations, our commitment is simple: to provide thoughtful guidance, lasting relationships, and a trusted partnership every step of the way.

Planning That Carries Across Generations

Much of our client base now spans more than one generation, with parents who started with us years ago introducing their adult children and, in time, their grandchildren. That continuity carries into the guidance we give, since a recommendation is measured not only against your own goals but against the legacy you hope to leave. Having carried our own family business into its next generation, we know firsthand what is at stake when a company, a property, or a set of values changes hands.

The Standard Behind Our Advice

Before you act on a recommendation, you will understand how we reached it and what it costs. We talk through the options in plain language, take the time to answer questions as they come, and return to the plan as your life and the wider financial picture change. The combined experience of our partners stands behind that guidance, though the standard holding it together is a plain one. We offer only the advice we would be willing to follow ourselves.

Meet Our Team The People Behind Your Plan

Leadership That Plans for the Long Run

The decisions made at the top of a firm tend to reach every client it serves, which is why our partners hold the same standard for running the business that they hold for the advice they give. Succession was set in motion years before it was needed, with experienced advisors brought into ownership so that clients would never face an interruption in the relationships they depend on.

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

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