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

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.
Read All Blogs
Medicare Basics
Medicare Basics
21 Nov 2022 · Asset Management, Practical Finance, Tips
The annual Medicare enrollment period runs from October to December, so we think it is important to review both the basics and a few lesser-known...
Read More
Tax Loss Harvesting
Tax Loss Harvesting
17 Nov 2022 · Asset Management, Tips, Wealth Management
In challenging years in the markets, such as this one, it can be difficult to find positives. One potential silver lining for times like this...
Read More
3 Reasons It Feels a Little Different This Time
3 Reasons It Feels a Little Different This Time
7 Nov 2022 · Investing, Market News, Market Update
Introduction While 2022 stock market volatility has been unsettling, many investors are no strangers to this type of uncertainty since it tends to rear its...
Read More
Qualified Charitable Distributions
Qualified Charitable Distributions
25 Oct 2022 · Asset Management, Practical Finance, Tips
Navigating the tax code to identify tax planning opportunities is tricky for the average joe. Even Albert Einstein said, “The hardest thing to understand in...
Read More
Understanding Inflation & Interest Rates
Understanding Inflation & Interest Rates
22 Sep 2022 · Practical Finance, Investing, Tips
Inflation and interest rates have been the media’s main headliners for most of 2022, and with good reason – this is the highest inflation has...
Read More
August 2022 Economic and Market Update
August 2022 Economic and Market Update
4 Aug 2022 · Investing, Market News, Market Update
After what we have seen so far this year, the last week of July was one of the busiest as it relates to releases and...
Read More
June 2022 Market Update
June 2022 Market Update
16 Jun 2022 · Investing, Market News
A bear market is officially here thanks largely to stubbornly high inflation. For many of us, it has probably felt like a bear market for...
Read More
What Does It Mean To Truly Be Diversified
What Does It Mean To Truly Be Diversified
16 Jun 2022 · Asset Management, Practical Finance, Investing, Tips
We are almost halfway through the year, and we have seen increased movement in the markets due to several factors. This includes downside volatility (markets...
Read More
brockercheck