Emerging families ready to build a stronger financial future
Professionals and families looking to maximize their wealth and build a lasting legacy
Business owners and real estate investors preparing for transitions
Meet Jon Owens, CFP®
(Vice President & Partner at BPG Wealth Management)
Jon Owens is a third-generation financial planner dedicated to helping professionals, families, business owners and real estate investors live financially confident lives. With extensive experience in investment, retirement, and estate planning, he builds personalized, tax-efficient strategies to help clients grow and preserve wealth across generations. As a CERTIFIED FINANCIAL PLANNER™ professional, Jonathan’s mission is to empower clients with clarity, purpose and confidence.