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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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Our Complimentary eBook: Guide to Legacy Planning

We wrote this guide to assist you in planning your own legacy so you can continue to contribute to society and your loved ones.

BentOak Capital Insights

Keeping you up to date on the financial insights that matter to you.
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Cybersecurity: 3 Tips To Better Protect Your Data
Cybersecurity: 3 Tips To Better Protect Your Data
19 Oct 2020
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The year 2020 has been an interesting twelve months to say the least with a majority of the workforce having at least some interaction with the virtual world. The COVID-19 pandemic has forced even some […]
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Financial Matrimony for Newlyweds
Financial Matrimony for Newlyweds
10 Sep 2020
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In November of 2018, I had the privilege of marrying my high school sweetheart. We had dated for ten years prior to getting married, so history was on our side!  Being a couple of kids […]
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Election Preview Part 2: A Potential Trump Re-election
Election Preview Part 2: A Potential Trump Re-election
1 Sep 2020
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Introduction A second term for President Donald Trump would likely feature a continuation of the pro-growth policies from the first term of his administration, and importantly for financial markets, a continuation of the status quo. […]
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Election Preview Part 1: A Potential Biden Presidency
Election Preview Part 1: A Potential Biden Presidency
24 Aug 2020
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Introduction While a potential Biden presidency may mean a shift from some pro-growth policies of the Trump administration, it’s possible any negative market impact may be muted. Economic forces tend to dominate policy.  While policy […]
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Mid-Year Outlook: 2020 Expectations
Mid-Year Outlook: 2020 Expectations
15 Jul 2020
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Midyear Recap We are at the midpoint of 2020, and the last six months might feel like the longest decade of your life!  We have faced health, social, and economic issues that continue to impact […]
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Saving for College
Saving for College
29 Jun 2020
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At some point during my time in college, the tuition rate at the university I attended hit $400 per credit hour.  At the time I remember thinking, as a naive young person, that that was […]
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