FOCUSED ON COMMUNITY

Are you ready to make a greater impact on your clients and community?

At BentOak Capital, we believe in the power of relationships, both with our clients and within our team. We are dedicated to helping you grow, not just as an advisor, but as a key part of a dynamic, values-driven firm. Our commitment to service, trust, authenticity, collaboration, and excellence is at the core of everything we do, and we are looking for like-minded advisors who share our passion for making a positive impact.

Why BentOak Capital

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  • Client-Centric Approach

  • Cultural Alignment

  • Growth-Oriented Partnership

  • Comprehensive Support

  • At BentOak Capital, we believe in the power of relationships, both with our clients and within our team. We are dedicated to helping you grow, not just as an advisor, but as a key part of a dynamic, values-driven firm. Our commitment to service, trust, authenticity, collaboration, and excellence is at the core of everything we do, and we are looking for like-minded advisors who share our passion for making a positive impact.

  • We prioritize finding advisors whose values align with ours. Through a strategic and cultural assessment process, we ensure that every partnership is mutually beneficial. We work together to confirm that your growth goals and expectations align with BentOak’s mission and vision.

  • We support your growth through a comprehensive partnership that empowers you to thrive. Whether you’re looking to expand your practice or deepen your client relationships, BentOak Capital provides the tools and resources you need to succeed.

  • From initial contact to full integration, we provide the tools, resources, and team support needed to ensure a smooth transition. Our team is committed to helping you and your clients experience a seamless transition into the BentOak family.

BENTOAK CAPITAL affliations

Choose the Affiliation Model That Suits You Best

We understand that each advisor has unique needs and goals. That’s why we offer three distinct affiliation models to help you find the perfect fit.

Best suited for advisors who are 8-10+ years away from retirement and looking to scale their business. You continue to own your practice while leveraging BentOak Capital’s extensive resources to expand your impact on clients and the community. This model allows you to focus on growth and, when the time is right, to transition smoothly into retirement with higher multiples on the value of your practice.

Ideal for advisors who wish to realize immediate capital by selling a portion or all of their practice while continuing to work with their clients. This model provides a liquidity event combined with the opportunity to stay onboard, grow your income, and leverage BentOak’s support to expand your client base.

Designed for advisors approaching retirement, this model enables you to craft a personalized plan for a strategic transition. You can ensure continuity for your clients under BentOak’s care, securing the value of your practice and providing confidence as you prepare for retirement.

Ready to Explore the Possibilities?

If you’re an advisor who values integrity, collaboration, and the opportunity to grow within a supportive and ambitious firm, we’d love to hear from you. Let’s start the conversation and explore how BentOak Capital can help you work towards your career aspirations while continuing to serve your clients with excellence.

Contact Us Today

Learn More about how BentOak Capital can be the next step in your professional journey.

Together, we can build something extraordinary.

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