Jayson Owens (CFP®)

Jayson Owens focuses in the
following client markets or areas of practice:

Charitable Giving

College/Education Planning

Estate & Generational Planning Issues

Federal Employees

Generation X

Investment Advice with Ongoing Management

Additional Information

Bright Road Wealth provides clients with comprehensive fee-only wealth management services. True wealth management consists of three very different, yet vitally important parts. Together, these parts make up the Wealth Management Equation.

Wealth Management = Investment Consulting + Advanced Planning + Relationship Management

Many financial advisors hold themselves out to be wealth managers. In reality, they only focus on the Investment Management portion of the equation, much to the detriment of their clients.

At Bright Road Wealth, we follow a Wealth Management Consultative process in order to make sure all of our clients goals are addressed in a clear, consistent manner.

NAPFA Start Date

May 08, 2018

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.