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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.

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

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We live life with our clients.

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We pride ourselves on being easy to do business with.

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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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August 2022 Economic and Market Update
August 2022 Economic and Market Update
4 Aug 2022 · Financial Planning
After what we have seen so far this year, the last week of July was one of the busiest as it relates to releases and...
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June 2022 Market Update
June 2022 Market Update
16 Jun 2022 · Financial Planning
A bear market is officially here thanks largely to stubbornly high inflation. For many of us, it has probably felt like a bear market for...
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What Does It Mean To Truly Be Diversified
What Does It Mean To Truly Be Diversified
16 Jun 2022 · Financial Planning
We are almost halfway through the year, and we have seen increased movement in the markets due to several factors. This includes downside volatility (markets...
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3 Things You Can Do When Your Investment Portfolio is Down
3 Things You Can Do When Your Investment Portfolio is Down
16 Jun 2022 · Financial Planning
Just like the seasons, the winds and temperatures of the financial markets change throughout the year. And, when the storms come, we all feel better...
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3 Things to Remember During a Stock Market Correction
3 Things to Remember During a Stock Market Correction
1 Jun 2022 · Financial Planning
As the S&P 500 kisses bear market territory (down 20%), you can expect no shortage of bold predictions, “told ya so” declarations and doomsday outlooks....
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Leaving a Legacy
Leaving a Legacy
20 May 2022 · Estate Planning, Planning with Purpose
Planning with Purpose So far this year, our 2022 theme of Planning with Purpose, has covered topics like how to get your financial life organized...
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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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