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
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
Understanding the Corporate Transparency Act: Beneficial Ownership Information Reporting Requirements
Understanding the Corporate Transparency Act: Beneficial Ownership Information Reporting Requirements
22 Oct 2024 · Business Planning
The Corporate Transparency Act (CTA) is set to bring big changes for businesses across the country, especially with the introduction of the Beneficial Ownership Reporting...
Read More
The Importance of Staying Social During Retirement
The Importance of Staying Social During Retirement
18 Oct 2024 · Retirement Planning
Retirement is a significant milestone, a time when people often dream of having more freedom to pursue hobbies, travel, and relax. However, what many retirees...
Read More
A Quick Guide to Understanding and Maximizing Your Employee Benefits
A Quick Guide to Understanding and Maximizing Your Employee Benefits
11 Oct 2024 · Wealth Management, Risk Management & Insurance Planning
Understanding and maximizing your employee benefits is crucial to pursuing long-term financial stability and well-being. If you’ve recently received notification that it’s time for your annual...
Read More
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...
Read More
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...
Read More
brockercheck