bentoak capital
Focusing on What Matters Most
Private Wealth Management for Those that Forge Their Own Path
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Proven, Trusted Advisors
200+
Multi-generational Clients
98%+
Client Retention Rate
$830M+
Assets Under Advisement
235+
Combined Years of Experience
62:1
Client-To-Advisor Ratio
bentoak capital
The BentOak Story
It’s not just a name. Our firm honors the legacy of those who came before us, drawing inspiration from the bent trees that once guided early travelers and settlers across the western frontier. These enduring symbols of direction and resilience reflect our commitment to providing clear and personalized financial guidance for our clients.
The BentOak Story
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.
Our Team
video Content
Monthly Market Update
Curious about the latest market trends and what they mean for your investments? In this quick update, we break down the Federal Reserve’s recent rate cut, market reactions, and what to watch as we head into the year’s final quarter.
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BentOak Capital Insights
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Resource hub
Your Source for Wealth Wisdom
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BentOak Updates
BentOak Capital’s 2024 Year in Review
As we say goodbye to 2024, we at BentOak Capital reflect on a […]
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Business Planning
Making the Shift: Working “on” Instead of Working “in” Your Business
“On” versus “In” – What’s the Difference Anyways? The title of this blog […]
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Wealth Management
Beyond the Numbers: Experience Matters
So, you’ve been considering hiring a financial advisor. You’ve delved into research, sought […]
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Inherit Wealth, Not Woes
In the New York Times article discussing how to manage inherited wealth, Jason […]
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What Beneficial Ownership Means for Small-Biz Clients
In the Financial Planning Association article “What Beneficial Ownership Means for Small Biz […]
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BentOak Capital: Investment Philosophy
Learn more about our balanced, collaborative approach to investment.
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Change Your Financial Future
Our holistic approach to financial planning helps you reach your goals.
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Get Retirement Ready
Learn how we help you prepare for retirement.
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7 Key Considerations for a Fulfilling and Confident Future
We will cover several topics to consider prior to retirement, providing you insights […]
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Love and Money
We partnered with Sonya Lutter, Ph.D., CFP®, LMFT to bring you this amazing […]
bentoak capital
Start Building Your Legacy
Connect with BentOak Capital today to begin shaping the future you deserve.
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