Jayson Owens
CFP®
Bright Road Wealth Management, LLC
Partner and Financial Advisor
Jayson Owens
CFP®
Bright Road Wealth Management, LLC
Partner and Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jayson Owens, CFP®
Fee-Only financial planner with offices in Anchorage, AK, Denver, CO, and Tacoma, WA, serving clients locally and virtually
Jayson Owens is a fee-only financial planner with offices in Anchorage, Denver, and Tacoma. Bright Road Wealth Management, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jayson Owens is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jayson Owens is a fee-only financial advisor at Bright Road Wealth Management, LLC. He works both in-person and remotely with clients throughout the U.S, to increase their financial security and confidence in their financial future. Jayson specializes in comprehensive financial planning, sudden wealth, sustainable investing (SRI, ESG, Impact Investing), and investment management.
Jayson Owens is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Bright Road Wealth Management is your personal financial advocate.
We are proud to be an independent, fee-only Registered Investment Advisor(RIA). As such, we are happy to say we receive no commissions, revenue sharing, or fee trails from any investment products we recommend. Further, we are legally a fiduciary to all our clients, which requires us to act in your best interest. We believe this is the only way to do business. At Bright Road Wealth we provide:
- Client Focused Financial Planning
- Experienced Investment Advice
- Investment Philosophy Backed by Science
- Educated and Credentialed Advisors
- Cutting Edge Client Technology
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- College Education Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Sudden Money Situations
- Novice Investors
- Business Owners and Executives
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jayson Owens is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jayson Owens is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jayson Owens Serves on the Board of Directors for the Alaska Humanities Forum
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Jayson Owens Serves on the Board of Directors for the Anchorage Concert Association
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Jayson Owens is Quoted in The Seattle Times: "In their 50s, this couple is turning over a new financial leaf"
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Jayson Owens is a Guest on the Investing Forward Podcast: "ESG Integration With MSCI"
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Jayson Owens is Quoted on Kiplinger: "Smart Ways to Handle an Inheritance"
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Jayson Owens is Quoted in MarketWatch: "As another shutdown looms, here’s some financial advice for federal workers"
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Jayson Owens is Quoted in The Baltimore Sun: "How couples can maximize Social Security benefits"
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Jayson Owens Writing is Referenced on the Elevation Finangial Blog: "Starry-eyed About Real Estate Investing? Here's a Dose of Reality."
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Jayson Owens is Quoted on Pocket/Kiplinger: "Social Security: Now or Later?"
Contact Jayson Owens
Office Locations:
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405 W 36th
Suite 212
Anchorage, AK 99503 -
1102 A Street
Suite 300 #35
Tacoma, WA 98402 -
445 Broadway
Denver, CO 80203
