BPG Wealth Management

Your strategic partner in creating financial independence and confidence

Financial planner in Clackamas, OR (show on map)

5.0

★★★★★

3 reviews

Multi-generational financial planning firm serving families, business owners, and executives with comprehensive wealth management solutions.

Call (503) 654-7676

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About

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 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.

We offer a comprehensive approach including financial planning, retirement income planning, personal investment advisory, insurance products, business planning, non-qualified executive compensation, employer-sponsored retirement plans, private wealth management, tax planning, and specialized services for women, millennials, and Gen Z. Our team has a combined 95+ years of experience in the industry.

Multi-generational financial planning firm with 95+ years of combined partner experience

Full-service one-stop-shop for financial planning, retirement, investment advisory, insurance, and business planning

NextPhase™ proprietary retirement income planning process using time segmentation

Dave Ramsey SmartVestor Pro advisor

Specialized planning for women, millennials, and Gen Z

Fee-based advisory model with full transparency on fees and commissions

Practice of the Year Award from former broker-dealer Signator Investors

Services

Financial Planning

Comprehensive financial planning covering all aspects of your financial life with a step-by-step blueprint built around your goals.

Multi-generational planning Comprehensive approach Goal-based blueprint

Retirement Income Planning

NextPhase™ Retirement Income Planning Process using time segmentation to create lasting, inflation-adjusted retirement income.

NextPhase™ process Time segmentation Bucket strategies Inflation-adjusted income Longevity mitigation

Personal Investment Advisory Services

Investment management services with tax-aware advice, portfolio manager selection, and ongoing monitoring.

Tax-aware investment advice Portfolio manager selection and monitoring Ongoing investment education Allocation management

Insurance Products and Services

Insurance solutions including life insurance and other products to protect your family and business.

Life insurance Insurance products Commission-based arrangements

Business Planning

Exit and succession planning for businesses, including non-qualified executive compensation and employer-sponsored retirement plans.

Exit & succession planning Non-qualified executive compensation Employer-sponsored retirement plans Business wealth management

Private Wealth Management

Encompassing financial planning and investment management for affluent families and business owners, building plans around your goals and timeline.

Financial planning integration Investment management Goal-based investment strategy Timeline-driven approach

Credentials & Certifications

AIF® (Accredited Investment Fiduciary)

CFP® (Certified Financial Planner)

CEPA® (Certified Estate Planning Advisor)

RICP® (Retirement Income Certified Professional)

ChFC® (Chartered Financial Consultant)

NQPC™ (National Qualified Plan Consultant)

AEP® (Accredited Estate Planner)

MIM (Master in Investment Management)

FINRA BrokerCheck

SIPC Member

Reviews

Rating

★★★★★

Reviews

"The team at BPG is the best!"

Frequently Asked Questions

How are you compensated? +

BPG Wealth Management is primarily a fee-based investment advisory firm. Income comes from flat financial planning fees and investment management fees as an annual percentage of assets managed. Fees are paid quarterly at an annualized rate. Insurance products and retail mutual funds are commission arrangements. Fees and commissions are always fully disclosed.

Why work with an advisory team? +

Working with an advisor helps you avoid emotional mistakes, perform portfolio manager selection and monitoring, provide tax-aware investment advice, keep allocation as planned, plan for income distribution, and provide ongoing investment education.

As a client, what rights do I have? +

Clients have the right to ongoing monitoring and regular reviews of financial plans, accounts, investments, insurance policies, and applicable legal and tax documents, as well as accurate and timely statements.

What is the NextPhase™ Retirement Income Planning Process? +

NextPhase™ is a clear investing approach for creating lasting, inflation-adjusted retirement income through the use of time segmentation. It divides assets into bucket strategies designed for distribution during different time periods, from very conservative to aggressive.

What states do you serve? +

BPG Wealth Management is registered to sell securities in Alaska, Arizona, Arkansas, California, Colorado, Georgia, Hawaii, Idaho, Kansas, Minnesota, Montana, Nevada, New Jersey, North Carolina, Oklahoma, Oregon, Texas, Virginia, Washington, and Wyoming. Licensed to sell insurance in Alaska, Arizona, California, Colorado, Idaho, Montana, Nevada, North Carolina, Oregon, Utah, Virginia, and Washington.

What makes BPG Wealth Management different? +

BPG is a multi-generational firm with a combined 95+ years of experience, offering a full-service one-stop-shop for financial planning, retirement, investment advisory, business planning, and insurance. The firm was founded in 1987 and became BPG Wealth Management in 2014.

Do you offer specialized planning for specific demographics? +

Yes, BPG offers specialized planning for women, millennials, and Gen Z, recognizing that each group has unique financial needs and goals.

What is the firm's history? +

Founded as the Business Planning Group in 1987 by Jeffrey Owens. Became a standalone firm on January 1, 2000. Renamed to BPG Wealth Management in 2014. Added Alice Tang and Jonathan Owens as partners in 2014, and Jessica Porter as a partner in 2019.