BFM Bentley Financial Management

About Bentley Financial Management

A boutique firm where you work directly with the people who advise you.

We’re an independent, boutique wealth manager — small on purpose, so when you call, you reach the people who build your plan and manage your money, not a call center or someone who just pulled up your file.

The people behind the advice

A team focused entirely on you.

Tom Bentley

Tom Bentley, CFP®, AIF®

Founder and Investment Executive

Tom leads the firm and its planning-led client relationships.

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Background

Tom built Bentley Financial Management from the ground up over 36 years — without advertising, entirely on client referrals. He holds a B.S. from Southern Oregon College and completed professional studies at the University of Southern California.

When he’s not managing investments, Tom enjoys spending time with his two grandkids and traveling — Peru is next on his list.

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Tyler Bentley

Tyler Bentley

Associate Partner & Head of Strategy

Tyler guides the firm’s investment strategy and the technology that powers it.

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Background

Before BFM, Tyler worked at Blackstone in Institutional Client Solutions, and prior to that was managing partner at Golden Edge Capital, a real estate investment firm. He holds a B.S. from Arizona State University’s Ira A. Fulton Schools of Engineering and is earning his MBA at Wharton. Earlier, he spent 15 active years in the Navy SEAL teams and continues to serve as a reserve SEAL officer.

Outside of work, Tyler enjoys golf, traveling, and spending time outdoors.

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Courtney Fitzgerald

Courtney Fitzgerald, CFP®, AIF®

Wealth Advisor & Head of Client Relations

Courtney works directly with clients on their planning and portfolios.

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Background

Courtney has been with BFM for nine years, deepening client relationships and helping the firm keep them for the long term. She is one of the few female CERTIFIED FINANCIAL PLANNER® and Accredited Investment Fiduciary® professionals in Douglas County, and holds two B.S. degrees from Oregon State University — one in finance, one in merchandising management.

Outside of work, Courtney prioritizes giving back to her community. She serves as a board member for the Josh Bidwell Foundation and Douglas County Cancer Services.

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Client Service & Support

JodyJody18 years with BFM
GoldaGolda16 years with BFM
CelineCeline7 years with BFM

Who we serve

Advice organized around your life, not a model portfolio.

We work with individuals and families, business owners and entrepreneurs, physicians and the owners of medical and legal practices, professionals and executives, retirees, and current and former members of the military — along with the foundations and endowments that steward money for a mission. What they share is a preference for advice that starts with them — their goals, their timeline, and what they want their money to do.

We work with

Individuals & families

What sets us apart

Independent, comprehensive, and genuinely personal.

As an independent firm aligned with LPL Financial, we build our advice around your interests — with the custody, technology, and infrastructure of a large institution behind a boutique practice. What clients notice most is the combination: comprehensive advice across their whole financial life, real discipline behind it, and a small, senior team that actually knows them.

Take the next step

Let’s talk about your goals.

The best way to understand how BFM works is a direct conversation — about your goals, your current situation, and where a firm like ours might fit. There’s no obligation, and you’ll speak directly with the people who would do the work.

Start a conversation

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