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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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Guide to Buying a Vehicle
Guide to Buying a Vehicle
3 Feb 2023 · Practical Finance
So, you want to buy a new vehicle? Whether you're in the market for a sleek sports car, a rugged pick-up truck, or a spacious...
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Let’s talk Bears and Bulls
Let’s talk Bears and Bulls
27 Jan 2023 · Practical Finance
Are you feeling flighty about where to invest your money in today's ever-fluctuating markets? It can seem like a dizzying back and forth between the...
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What is Probate?
What is Probate?
24 Jan 2023 · Estate Planning
At one point or another, many of us will face the difficult process of dealing with an estate left behind by a loved one. Navigating...
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Estate Document Basics
Estate Document Basics
12 Jan 2023 · Estate Planning
Estate planning can be a difficult process to navigate both conceptually and emotionally. Unfortunately, it often takes experiencing a death in the family to recognize...
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2022 Recap
2022 Recap
13 Dec 2022 · BentOak Updates
Well, that was a year, wasn't it?  We thought it would be “nice” to revisit 2022, as though going through it once wasn't enough.  In...
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Health and Wealth
Health and Wealth
5 Dec 2022 · Practical Finance
Health is Wealth (more…)
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Medicare Basics
Medicare Basics
21 Nov 2022 · Practical Finance
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...
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Tax Loss Harvesting
Tax Loss Harvesting
17 Nov 2022 · Wealth Management, Tax Planning
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...
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3 Reasons It Feels a Little Different This Time
3 Reasons It Feels a Little Different This Time
7 Nov 2022 · Wealth Management, Market Updates
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...
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Qualified Charitable Distributions
Qualified Charitable Distributions
25 Oct 2022 · Estate Planning, Practical Finance, Tax Planning
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...
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