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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.

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Here’s what you can expect when you partner with BentOak Capital

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We live life with our clients.

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We pride ourselves on being easy to do business with.

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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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What Higher Oil Prices Mean for Consumers and Markets
What Higher Oil Prices Mean for Consumers and Markets
21 Sep 2023 · Market Updates
In our recent mid-year outlook, we discussed a key driver of global markets and inflation over the past two years has been the price of...
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Bridging the Wealth Gap: How to Prepare Your Heirs for Multigenerational Wealth
Bridging the Wealth Gap: How to Prepare Your Heirs for Multigenerational Wealth
24 Aug 2023 · Estate Planning
Introduction If you are struggling with the idea of your heirs being financially savvy enough to step into your shoes one day, this blog post...
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Retirement: The Good, The Bad, and The Ugly
Retirement: The Good, The Bad, and The Ugly
8 Aug 2023 · Retirement Planning
Retirement is often thought of as the reward at the end of a long and fulfilling career. It’s the time when you can relax and...
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What the Recent U.S. Downgrade Means for Investors
What the Recent U.S. Downgrade Means for Investors
7 Aug 2023 · Market Updates
On August 1, Fitch, a credit ratings agency, downgraded the U.S. debt from AAA (the highest rating) to AA+. Fitch had warned of a possible...
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2023 TRS Annuitants – Recent Legislature Update
2023 TRS Annuitants – Recent Legislature Update
13 Jul 2023 · Practical Finance
During the 2023 Texas state legislative session, bills were approved that provide two enhancements for retired Texas educators. If you are a retired teacher, administrator,...
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How Artificial Intelligence, Tech, and Productivity Impact Portfolios
How Artificial Intelligence, Tech, and Productivity Impact Portfolios
5 Jul 2023 · Practical Finance
The world has been abuzz over artificial intelligence and the possible benefits and threats. These range from the practical such as better tools for knowledge...
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What To Do With Your Old 401(k)
What To Do With Your Old 401(k)
5 Jul 2023 · Retirement Planning, 401k
Here is a common question we get: "I don't work for my old employer anymore. What can I do with my old 401k?"  There are...
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Is It Better To Consolidate My Investments?
Is It Better To Consolidate My Investments?
27 Jun 2023 · Practical Finance
People often ask our team what the benefits of consolidating investment accounts are, if it is better, and when might be the best time to...
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Investment Markets: 101 – A Crash Course to Keep You on Track
Investment Markets: 101 – A Crash Course to Keep You on Track
13 Jun 2023 · Practical Finance
No, don’t worry, there won’t be an exam at the end of this course. But you will have the knowledge to keep up with your...
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How Often Should I Review my Investment Portfolio?
How Often Should I Review my Investment Portfolio?
13 Jun 2023 · Practical Finance
If you’re an investor, it’s important to regularly review your investment portfolio to ensure that you are staying on track with your goals and making...
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