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Wealth Management rooted in a culture of purpose.

At BentOak Capital, we have the deep expertise and extensive resources of an institutional powerhouse, but our clients enjoy the individualized attention and friendliness of a small firm. As we like to say, we’re big where it matters, small where it counts. With financial advisors specializing in different practice areas such as retirement planning, investment management, estate planning, and tax planning, we have the collaborative resources to address your individual needs.

Get to know the BentOak Capital team.

Here’s what you can expect when you partner with BentOak Capital

Approachable

We live life with our clients.

Frictionless

We pride ourselves on being easy to do business with.

Comprehensive

A plan, a process, and an approach that account for every facet of your finances.
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Our Complimentary eBook: Guide to Legacy Planning

We wrote this guide to assist you in planning your own legacy so you can continue to contribute to society and your loved ones.

BentOak Capital Insights

Keeping you up to date on the financial insights that matter to you.
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Cybersecurity: 3 Tips To Better Protect Your Data - BentOak Capital
Cybersecurity: 3 Tips To Better Protect Your Data - BentOak Capital
6 May 2022 · Financial Planning, Practical Finance, Tips
There has been a need for cybersecurity since the 1970s and since then the need has grown rapidly, especially over the past couple of years....
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Trouble with the (Yield) Curve
Trouble with the (Yield) Curve
28 Apr 2022 · Financial Planning
The first quarter of the year presented a bumpy start to 2022. We are in a time where multiple events seem to be occurring all...
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How We Learned to Stop Worrying and Love the 1040
How We Learned to Stop Worrying and Love the 1040
28 Apr 2022 · Practical Finance
If you have met with one of our advisors, we have probably asked you to share your most recent tax return with us.  While we...
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Setting up a 401k for your business
Setting up a 401k for your business
5 Apr 2022 · 401k
We have previously covered investing in a 401k plan from the employee's perspective.  Today we'll turn that around and focus on 401(k) plans from the...
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Tax Season is Every Season
Tax Season is Every Season
21 Mar 2022 · Financial Planning, Planning with Purpose
Introduction Tax season is in full swing.  As we write this blog, we are about a month away from the annual April 15 Tax Day...
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Getting Organized
Getting Organized
2 Mar 2022 · Practical Finance, Planning with Purpose
In January we introduced to you our 2022 theme – Planning with Purpose.
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2022 1st Quarter Volatility: 5 Charts that Matter
2022 1st Quarter Volatility: 5 Charts that Matter
1 Mar 2022 · Market Update
Stocks have gotten off to a very rocky start in 2022, with the potential for Federal Reserve rate hikes coming and the geopolitical worries over...
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Planning with Purpose
Planning with Purpose
26 Jan 2022 · Financial Planning
As financial planning professionals, our primary role at BentOak Capital is to help our clients create and track progress towards their personal and family goals. ...
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