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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

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.
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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 Things You Should Know About the Texas Stock Exchange (TXSE)
5 Things You Should Know About the Texas Stock Exchange (TXSE)
10 Jun 2024 · Financial Markets
The financial world is buzzing with the news of the upcoming Texas Stock Exchange (TXSE). This new player in the market, backed by industry heavyweights,...
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529 to Roth IRA Rollovers: What to Know
529 to Roth IRA Rollovers: What to Know
7 Jun 2024 · Retirement Planning, Tax Planning, Education Planning
Beginning in 2024, 529 plan holders can roll their accounts into Roth IRAs without paying taxes or penalties. Having unused or leftover funds in a...
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Diminished Capacity: Protect Your Loved Ones from Financial Fraud
Diminished Capacity: Protect Your Loved Ones from Financial Fraud
23 May 2024 · Risk Management & Insurance Planning, Financial Wellness
As trusted professionals, we are privy to more than just financial information with clients. At the heart of our approach is a commitment to caring...
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Debt Snowball vs Debt Avalanche: Which Method is Best
Debt Snowball vs Debt Avalanche: Which Method is Best
10 May 2024 · Financial Wellness
If you have tried searching for debt repayment plans or methods, you have more than likely come across the terms “Debt Snowball” and “Debt Avalanche.”...
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Jason McGarraugh & Your Wealth Guardian Joins Forces with BentOak Capital® for Strategic Expansion and Enhanced Client Services
Jason McGarraugh & Your Wealth Guardian Joins Forces with BentOak Capital® for Strategic Expansion and Enhanced Client Services
2 May 2024 · BentOak Updates
Weatherford, TX – BentOak Capital is proud to announce a strategic partnership through the merging of Your Wealth Guardian into its operations. This integration marks...
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How Residential and Commercial Real Estate Impact Markets
How Residential and Commercial Real Estate Impact Markets
10 Apr 2024 · Investment Management, Financial Markets
With major stock market indices hovering around all-time highs, some investors continue to worry about the state of the economy. While trends around inflation and...
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Retirement Readiness: Identity Beyond the Workplace
Retirement Readiness: Identity Beyond the Workplace
20 Mar 2024 · Retirement Planning
What defines you? Your faith, your family, your community, your talents? For the majority of U.S. white-collar workers, the answer might be their job. In...
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What is a Fiduciary?
What is a Fiduciary?
13 Mar 2024 · Investment Management
In the labyrinthine world of finance, one term that often comes up is "fiduciary." But what does it really mean, and why should it matter...
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Maximizing the Benefits of a Health Savings Account
Maximizing the Benefits of a Health Savings Account
5 Mar 2024 · Retirement Planning
Imagine someone told you there was a tool that allows you to make contributions that reduce your taxable income, accumulate tax-free earnings, and make tax-free...
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Essential Things To Consider When Preparing To Sell Or Transition Your Business 
Essential Things To Consider When Preparing To Sell Or Transition Your Business 
22 Feb 2024 · Business Planning
Preparing to sell or transition your business can feel like navigating a maze of complexities and uncertainties. Whether you're gearing up to hand over the...
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