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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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BentOak Capital Insights

Keeping you up to date on the financial insights that matter to you.
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5 Insights on the Fed, Election, and Volatility in Q4
5 Insights on the Fed, Election, and Volatility in Q4
2 Oct 2024 · Wealth Management, Financial Markets, Financial Wellness
As we enter the final quarter of the year, financial markets and the economy have surprised many investors. Instead of entering a recession, the economy...
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5 Things to Consider When Reviewing Your Beneficiary Designations
5 Things to Consider When Reviewing Your Beneficiary Designations
25 Sep 2024 · Estate Planning, Wealth Management
As life changes your goals may change. Beneficiary designations are powerful and should reflect your values. It is best to review these annually with your...
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What Fed Rate Cuts Mean for Investors
What Fed Rate Cuts Mean for Investors
20 Sep 2024 · Investment Management
The Federal Reserve's interest rate decisions remain a focal point for markets. While the timing and size of rate cuts are the subject of debate,...
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A Medicare Guide (Part 2)
A Medicare Guide (Part 2)
19 Sep 2024 · Wealth Management, Risk Management & Insurance Planning
In part 1 of BentOak Capital’s Medicare primer, we discussed the basics of this massive government health program. In part 2, we will look at...
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Election Perspective
Election Perspective
18 Sep 2024 · Wealth Management, Financial Markets
With less than two months until the presidential election, the policy platforms of President Donald Trump and Vice President Kamala Harris are gradually coming into...
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A Medicare Guide (Part 1)
A Medicare Guide (Part 1)
13 Sep 2024 · Risk Management & Insurance Planning
The annual Medicare enrollment period runs from October to December, and we thought it would be good to create a Medicare guide to review both...
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Tax Policy, the Stock Market, and Tax Planning
Tax Policy, the Stock Market, and Tax Planning
13 Sep 2024 · Tax Planning, Investment Management
As Benjamin Franklin famously said, “in this world, nothing is certain except death and taxes.” Taxes are no one’s favorite topic but their importance cannot...
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Investing FOMO: Why Chasing Investment Trends Can Be Detrimental to Your Portfolio
Investing FOMO: Why Chasing Investment Trends Can Be Detrimental to Your Portfolio
30 Aug 2024 · Wealth Management, Investment Management
In recent months, the buzz surrounding NVIDIA has been palpable. The company’s remarkable growth and its pivotal role in the tech industry have captured the...
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Understanding the Step-Up in Tax Basis
Understanding the Step-Up in Tax Basis
15 Aug 2024 · Estate Planning, Tax Planning
When it comes to estate planning and inheritance, one term you might have heard is the "step-up in tax basis." While it may sound like...
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Changes Coming to Your Online Social Security Account: What You Need to Know
Changes Coming to Your Online Social Security Account: What You Need to Know
12 Aug 2024 · Retirement Planning
Retirement planning involves considering multiple sources of income, and for many individuals, Social Security is a significant piece of the puzzle. Your free online Social...
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