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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

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We live life with our clients.

Frictionless

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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What Is A 529?
What Is A 529?
17 Mar 2023 · Practical Finance, College Planning
According to Finaid, college tuition rates have increased at twice the rate of general inflation. In addition to tuition, you also need to factor in...
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Paying Off Student Loan Debt
Paying Off Student Loan Debt
10 Mar 2023 · College Planning
Student loan debt is a reality for millions of people in America. The average public college education borrower owes over $35,000 and over $55,000 for...
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Where To Start When Choosing A College
Where To Start When Choosing A College
1 Mar 2023 · College Planning
When you're researching colleges, there's an overwhelming amount of information to consider. Finding the perfect college takes careful research and planning. It's important that investors,...
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Pet Planning
Pet Planning
28 Feb 2023 · Practical Finance
70% of all households in the U.S. have a pet according to the 2021-2022 APPA National Pet Owners Survey1. It is obviously extremely popular and...
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Guide To Buying Your Home – Part I
Guide To Buying Your Home – Part I
27 Feb 2023 · Practical Finance
Purchasing a home can be a nerve-wracking process, particularly if you are a first-time home buyer. This blog can serve as a guide to help...
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Section 1031-Tax Deferred Exchange
Section 1031-Tax Deferred Exchange
22 Feb 2023 · Estate Planning, Tax Planning
A POWERFUL BUT OFTEN OVERLOOKED TOOL  Over the years, BentOak Capital advisors have advised and assisted numerous clients in deferring thousands of dollars in taxes...
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How Secure Act 2.0 Could Affect You In 2023
How Secure Act 2.0 Could Affect You In 2023
22 Feb 2023 · Practical Finance, Tax Planning
One of the more impactful pieces of the December 2022 Consolidated Appropriations Act that passed into law is the so-called Secure Act 2.0.  You may...
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Pay It Forward – Improving Financial Education For Our Youth
Pay It Forward – Improving Financial Education For Our Youth
16 Feb 2023 · Estate Planning, Practical Finance
In recent decades, our economy has dramatically changed and advanced. Many of these changes have been made through creating efficiencies, where individuals and companies can...
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Per Stirpes vs Per Capita
Per Stirpes vs Per Capita
9 Feb 2023 · Estate Planning
When drafting your Will or Living Trust, are you concerned that you might unintentionally prevent one of your favorite family members from obtaining their inheritance?...
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Guide To Buying A Vehicle
Guide To Buying A Vehicle
3 Feb 2023 · Practical Finance
So, you want to buy a new vehicle? Whether you're in the market for a sleek sports car, a rugged pick-up truck, or a spacious...
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