Menu
logo

Sophisticated service from approachable advisors

Learn More
RECOGNIZED ON
forbes
wealthmanagement
cnbc
investmentnews
d-mag
thinkadvisor
bankrate

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.
ebook

Check out our complimentary ebooks here

BentOak Capital Insights

Keeping you up to date on the financial insights that matter to you.
Read All Blogs
Should I Use a Donor Advised Fund When Giving to Public Charities?
Should I Use a Donor Advised Fund When Giving to Public Charities?
21 Nov 2024 · Estate Planning, Wealth Management, Tax Planning, Charitable Giving & Philanthropy
If you want to give money to your favorite charity, how should you do that? The obvious option is to write them a check (though...
Read More
7 Mistakes to Avoid as you Approach Retirement
7 Mistakes to Avoid as you Approach Retirement
21 Nov 2024 · Retirement Planning, Wealth Management, Financial Wellness
As you approach retirement, ensuring that you have a solid financial plan in place is essential for a secure and stress-free transition. Retirement is a...
Read More
9 Must-Read Books for Every Entrepreneur
9 Must-Read Books for Every Entrepreneur
16 Nov 2024 · Business Planning
Entrepreneurship is a thrilling and challenging journey that requires continuous learning, adaptability, and resilience. To help you navigate the entrepreneurial landscape, we’ve compiled a list...
Read More
Gift to Charity, Stiff the IRS (Twice!)
Gift to Charity, Stiff the IRS (Twice!)
14 Nov 2024 · Charitable Giving & Philanthropy
Gifting appreciated securities is one of the most effective and tax-efficient forms of charitable giving. This blog post will discuss the two primary benefits you...
Read More
5 Great Reads for Multigenerational Farm and Ranch Families
5 Great Reads for Multigenerational Farm and Ranch Families
13 Nov 2024 · Farm & Ranch
Managing a multigenerational farm or ranch comes with unique challenges and opportunities. From preserving family heritage and navigating complex financial decisions to adopting innovative agricultural...
Read More
Faith and Finances: Recognizing Subtle Signs of the Love of Money
Faith and Finances: Recognizing Subtle Signs of the Love of Money
5 Nov 2024 · Financial Wellness
As stewards of the wealth entrusted to us, it is essential to recognize that the love of money can manifest in various forms. Christians are...
Read More
What Do I Do if ____ Wins the Election?
What Do I Do if ____ Wins the Election?
1 Nov 2024 · Wealth Management, Comprehensive Financial Planning, Investment Management, Financial Markets, Financial Wellness
If you have strong political leanings, even the thought of the party you support losing a presidential election might be demoralizing. In that moment, you...
Read More
Trump vs. Harris: How the Upcoming Election Impacts Financial Plans
Trump vs. Harris: How the Upcoming Election Impacts Financial Plans
31 Oct 2024 · Wealth Management, Tax Planning, Comprehensive Financial Planning, Investment Management
As the presidential election on November 5 approaches, the financial landscape is filled with questions about how this election impacts financial plans. Recent polls indicate...
Read More
4 Must-Read Books on Making the Most of Retirement
4 Must-Read Books on Making the Most of Retirement
29 Oct 2024 · Retirement Planning
Retirement is an exciting phase of life, offering the freedom to explore passions and focus on making the most of retirement. It's also a time...
Read More
Do I Need to Hire a CERTIFIED FINANCIAL PLANNER® Professional?
Do I Need to Hire a CERTIFIED FINANCIAL PLANNER® Professional?
25 Oct 2024 · Estate Planning, Retirement Planning, Wealth Management, Tax Planning, Comprehensive Financial Planning, Investment Management, Financial Wellness
Financial advice and planning are unique to each individual’s situation—and so is the decision to hire a CERTIFIED FINANCIAL PLANNER® professional. For instance, a business...
Read More
brockercheck