bentoak capital
We Help You Get Clear on What Matters Most
Move forward with purpose. Your Path to Financial Confidence™ starts here.
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Proven, Trusted Advisors
200+
Multi-generational Clients
98%+
Client Retention Rate
62:1
Client-To-Advisor Ratio
$830M+
Assets Under Advisement
*as of December 31. 2024
bentoak capital
Your Path to Financial Confidence
Whether you’re approaching retirement, selling a business, or simply ready to get your financial life organized, we’ve designed a process that helps you move forward with. clarity and confidence.
See How it Works
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.
Our Team
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Monthly Market Update
Curious about the latest market trends and what they mean for your investments? In this quick update, we break down the Federal Reserve’s recent rate cut, market reactions, and what to watch as we head into the year’s final quarter.
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BentOak Capital Insights
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Resource hub
Your Source for Wealth Wisdom
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Financial Markets
Markets Are Volatile. Your Financial Plan Shouldn’t Be.
We’ve written about this topic many times before, and for good reason. Market […]
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Financial Markets
Is the U.S. Dollar at Risk? Let’s Be Honest.
Every few months, someone sounds the alarm: “The dollar is finished.” “BRICS is […]
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Comprehensive Financial Planning
Investment Diversification Strategies: Why They’re Working Again in 2025
For much of the past few years, investment diversification strategies have felt broken. […]
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Comprehensive Financial Planning
Do I Need to Hire a CERTIFIED FINANCIAL PLANNER® Professional?
Financial advice and planning are unique to each individual’s situation—and so is the […]
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Retirement Planning
Retirement Readiness: Identity Beyond the Workplace
What defines you? Your faith, your family, your community, your talents? For the […]
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Inherit Wealth, Not Woes
In the New York Times article discussing how to manage inherited wealth, Jason […]
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What Beneficial Ownership Means for Small-Biz Clients
In the Financial Planning Association article “What Beneficial Ownership Means for Small Biz […]
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BentOak Capital: Investment Philosophy
Learn more about our balanced, collaborative approach to investment.
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Change Your Financial Future
Our holistic approach to financial planning helps you reach your goals.
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Get Retirement Ready
Learn how we help you prepare for retirement.
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How to Choose the Right Financial Advisor
Everyone says the right things. “We’re fiduciaries.” “We act in your best interest.” “We offer comprehensive […]
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Family LLC vs. FLP: Choosing the Right Structure for Your Farm and Ranch Entities
This white paper delves into the intricacies of FLPs and Family LLCs, highlighting […]
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Planning Your Future After Lockheed Martin: 7 Key Considerations for a Fulfilling and Confident Future
We will cover several topics to consider prior to retirement, providing you insights […]
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Love and Money
We partnered with Sonya Lutter, Ph.D., CFP®, LMFT to bring you this amazing […]
bentoak capital
Start Building Your Legacy
Connect with BentOak Capital today to begin shaping the future you deserve.
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