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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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Understanding FDIC Coverage: Protect Your Funds with Confidence
Understanding FDIC Coverage: Protect Your Funds with Confidence
26 May 2023 · Practical Finance
Understanding the ins and outs of FDIC coverage is crucial for safeguarding your hard-earned money. This post will walk you through the basic FDIC rules,...
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When Should I Hire a Financial Advisor?
When Should I Hire a Financial Advisor?
22 May 2023 · Practical Finance
3 Major Life Events That Can Benefit from Financial Advice Managing your personal finances can be a complex and challenging task. From budgeting and investing...
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On the Other Side of Fear
On the Other Side of Fear
22 May 2023 · Practical Finance
“Everything you want is on the other side of fear” – Jack Canfield When it comes to financial markets, there’s no shortage of things to...
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Financial Habits For Every Stage of Life
Financial Habits For Every Stage of Life
11 May 2023 · Practical Finance
Building A Foundation in Your 30’s   Creating and sticking to a budget is a foundational practice when it comes to managing your finances. Budgeting helps...
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Financial Planning in Practice at BentOak Capital
Financial Planning in Practice at BentOak Capital
9 May 2023 · Financial Planning
Fiduciary matters  A fiduciary relationship encompasses the idea of faith and confidence in someone else.  Such a relationship can only happen when a person or...
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Strategies to Save For Future Education Costs
Strategies to Save For Future Education Costs
3 May 2023 · Education Planning
If you are a first-time parent or have children that are still young, one thing you may want to consider early on is whether paying...
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Investing Cash: Dollar Cost Averaging vs. Lump Sum
Investing Cash: Dollar Cost Averaging vs. Lump Sum
24 Apr 2023 · Practical Finance
There are many opinions available as to what individuals should do if they want to invest cash they have on hand into the market. This...
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Invest my money or add to savings?
Invest my money or add to savings?
20 Apr 2023 · Practical Finance
Great question! It depends – it's hard having to use those words, “it depends,” but it really does. It depends on your financial goals, risk tolerance,...
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Short-Term Saving Options for High Cash
Short-Term Saving Options for High Cash
4 Apr 2023 · Practical Finance
Having extra cash available can be a great opportunity to invest in yourself and your future. However, having too much cash on hand, especially in...
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Guide To Buying Your Home – Part II
Guide To Buying Your Home – Part II
4 Apr 2023 · Practical Finance
Welcome back to our series, “Guide to Buying Your Home”! In part 1, we covered the crucial step of preparing yourself financially. Now, it's time...
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