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Client Portal  

Focusing On Individuals, Families & Small Business

Integrated Investment Management To Help Connect The Dots & Help Bring Order To Your Financial Life

Pairing Excellent Service With Down To Earth Conversations While Exploring What Specific Knowledge Will Be Needed To Help You Succeed In Your Situation

A personal goal for every client is that after each meeting, you’ll feel more confident and rest assured that your money is here to be an engine of opportunity.

John W. Bentley, CRPC®  Photo John W. Bentley, CRPC®  Hover Photo

John W. Bentley, CRPC®

Financial Advisor
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My passion for financial planning all began at a large financial services firm that had established a brand new branch office over 9 years ago. After working there for over 3 years, I decided that while I was in the right industry, I needed to be able to make recommendations that truly served my clients’ best interests. 

Upon having this realization, I decided to leave and pursue a variety of positions at several financial planning practices, eventually deciding to branch off and form my own independent firm with Voya Financial Advisors . Since then, I’ve worked with individuals, couples and families of all backgrounds and ages. 

Every day, I find new ways to better serve our clients. And with a group that shares the same values and vision as I do, I have no doubt we will continue to grow and make a real difference in our communities. Outside of work, my wife, Allie, and I enjoy spending time with our 2 boys (Harrison & Jack) and volunteering our time at several local organizations. When we’re not doing that, I enjoy going to sporting events.

Learn More About Me

What’s the most likely place people could find you on a Saturday night?
At a sporting event or at home with the family.

Which would you pick: Living on the beach or living near the mountains?
Live on the beach!

What’s more important, the journey or the destination? ?
The journey.

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Slow down — the faster you go, the more you miss out on.

You will be welcomed with an atmosphere that eliminates any potential negative feelings you have about money by showing you that there’s really nothing to be afraid of. When you step foot into my office, we want you to immediately feel a sense of confidence because the minute you walk through the door, you’re already on the fast track to living a more successful and enjoyable life.

Benefits of Working Together

Financial Confidence = Less Stress.

One benefit is providing greater financial confidence to clients. By creating an open, nonjudgmental space where you can share your concerns and worries without feeling embarrassed or less than you’re worth.  I understand that managing your money is a huge responsibility, and value having the opportunity to take some of the responsibility off your shoulders.

Striving to exceed your expectations every day.

While my efforts will be focused on helping you achieve your objectives, the ultimate goal is for you to surpass them. After all, you’re investing time, money and energy into working with us, and we want to make sure you’re getting maximum value out of our relationship. Throughout our time together, we’ll be constantly looking for new ways to get you closer to where you want to be.

Schedule A Call - Online Schedule

Markets Fluctuate. Emotions Get High.

Having a Financial Advisor Can Help You Stay The Course.


“Beware of little expenses, a small leak will sink a great ship.”

Benjamin Franklin

Investment Management Personalized Towards Your Needs, Wants & Wishes.

Independent and Backed By Strong Partners

Affiliated with Cetera Advisor Networks LLC, one of the premier broker-dealers in the industry. As our broker-dealer, they are responsible for executing trades on your behalf. Like all broker-dealers, they must undergo regular auditing, and are required to meet specific net capital requirements to ensure they can meet their obligations to investors like you.          

Pershing LLC is a subsidiary of The Bank of New York Mellon Corporation, the nation’s oldest continuously operating bank, and one of the world’s leading providers of securities services. Pershing custodies brokerage accounts for Cetera Advisor Networks, including brokerage accounts with IRAs, and provides related administrative services, including settlement of purchases, tax and account record keeping, monthly statements, confidentiality and data integration.       

Forward Thinking

Based on your values and needs, I will help you design your future. I work together with my clients, providing them with the necessary tools to succeed.

Modern Tools

I work with my clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.

Clear Vision & Direction

Focus on providing wealth advisory and investment services and tax saving ideas for clients seeking financial freedom and security.

There’s a lot of technical jargon in this industry, and I want to make sure the solutions created are easy-to-understand so you can apply my insights throughout your day-to-day life.

I'm a firm believer that anything is possible, and whatever challenges that come up along the way simply exist to guide us in the right direction. When it comes to financial planning, you can only be so proactive. However, by putting strategic measures into place, you’re better able to overcome any issues and obstacles with ease and confidence. Explore the different scenarios you might find yourself in — and the solutions I would recommend.

Fee Transparency is important -You will always know before making a decision.

No Charge for...

Initial Consultation
Questions you want to ask?


Neither Bentley Financial Planning nor its representatives offer tax or legal advice.  Please consult with your tax and legal advisors regarding your individual situation.

Schedule Meeting or Call



You need some hands-on guidance on which investment strategies are right for you.
Investment Management
Work toward your short and long term objectives with an investment portfolio tailored according to your unique risk profile.
You’re in the middle or end of your career, have assets all over the place that need some organization. You want to understand all your options.
Retirement Planning
Social Security, pension, stocks and more. We’ll identify all potential sources of income so you can look forward to your future.
You’ve recently started your own business and want to make sure you’re staying ahead of any future tax liabilities and looking to retain assets.  
Own A Business
Feel confident once filing season comes around with a strategic tax strategies that keep your numbers in order so no detail falls through the cracks.

What to expect using this service

Personalized investment profile
Personalized Financial Plan
Customized wealth planning
Portfolio reviews
Online account opening and funding.
Trading costs included
Account transition services.
Professionally-managed investment portfolio.
Online portal with access to account balances, statements and performance reporting.
Educational resources about money management, budgeting and investing.
Access to a dedicated financial advisor.
Assistance with automatic contribution/withdrawal plans (savings plans).
Full investment management services

Neither Bentley Financial Planning nor its representatives offer tax or legal advice.  Please consult with your tax and legal advisors regarding your individual situation.


Schedule A Call With A Investment Manager 

Whether you’re five years away from retirement or 20 years away from retirement, I’ll help guide you through the steps necessary to work toward your optimal retirement lifestyle. After evaluating your current financial situation, I’ll identify the income sources and opportunities that are most advantageous for you as you prepare for your life past employment.

Financial planning services involve:

Neither Bentley Financial Planning nor its representatives offer tax or legal advice.  Please consult with your tax and legal advisors regarding your individual situation.

Your investment strategy and ensuring you’re investing your wealth in the stocks that best align with your objectives.

Your spending habits so you continuously make decisions that benefit your broader financial picture. 

Potential income streams and ways you can continue to contribute to your nest egg while still securing the basic necessities.

Retirement Plans For Businesses

Our process begins with either a diagnostic review of your business structure or current program to measure the effectiveness of the current plan design, investment integrity and cost structure.


Of course, with a need for specialized 401(k) education and support for your employees comes a need to pay for that service. A big part of 401(k) plan management is making sure the fees you and your employees pay are reasonable in relation to the level of service you receive. That’s only possible if you understand your fees in the first place—which is easier with some 401(k) providers than others.

While there’s no one right way providers might charge fees, it’s important to look for a provider who will be 100% transparent about every dollar charged to you and to your employees. Ask a potential 401(k) provider for a full accounting of who would be getting paid, how much they’ll receive, and where that money comes from. That way, you can get a true sense for the cost of a 401(k) provider’s service and more clearly compare them to other providers.

For example, you may find that one provider can offer much more in the way of employee education and support, and that might bring with it a higher price tag. That’s reasonable if it’s truly in the best interests of your employees. What may not be reasonable is choosing a provider with higher fees over another option that offers a very similar level of service at a lesser expense.

In any 401(k) plan, there are fees paid by the employer and by the employees to cover various service providers working on the plan. Ask for complete transparency on fees, then make a decision for the best balance of cost and service. Document your reasons for choosing the provider and why you believe they will offer your employees the best opportunity to save, invest, and prepare for retirement.

Comprehensive fiduciary services

We offer a robust suite of services to help make your job less burdensome and help simplify compliance.  Services may include sponsor communications, plan reporting, compliance testing, IRS audit support, introduce 3(38) services managed by a third party, and fiduciary training.

Ongoing Service - No Call Center - Dedicated Plan Advisor  

Many business owners look for top service and they want to avoid interacting with a call center.  A dedicated plan adviser will be there to support you through setup and with ongoing plan operations. 

Personalized services for employees

Like most people saving for an important goal, your employees want planning and investment support to help them understand what they need to know and what they need to do to get started and stay on track. Here are just some of the services they can enjoy when you work with us, depending on your plan.

  • Holistic and personal financial planning guidance from an accredited financial advisor by phone, online or in person
  • Easy automation of investment and savings elections
  • Innovative mobile app with transaction capabilities
  • Whether print, digital, by phone, or face-to-face, We engage, educate, and guide participants based on their personal journey from the day they become eligible to and through retirement

Leading technology

Here are just a few of the ways we can help reach your participants at the right moment, with the right message, in the right medium.

  • Personal Financial Dashboard
  • Advice and guidance 
  • Mobile app
  • Detailed brokerage reporting

Schedule A Call With Business Plan A Professional 

Would you worry less if you had more money to save toward your goals? Discover how much more money you could be keeping for yourself and your future. Contact me today for a no-cost no obligation review of your prior three years’ tax returns.

Neither Bentley Financial Planning nor its representatives offer tax or legal advice.  Please consult with your tax and legal advisors regarding your individual situation. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Distributions from traditional IRA’s and employer sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59 ½, may be subject to an additional 10% IRS tax penalty.

"Big Business Starts Small"

Richard Branson

While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with me.

Use my online calendar to schedule a call/meeting or fill out the submission form below to ask any questions.

To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals.

  • How are things now?
  • Do you have any concerns?
  • What do you hope to accomplish in the next few years and longer term? 

Schedule With A Financial Advisor 

Your Full Financial Picture

Log into Adviceworks

How AdviceWorks Elevates Your Financial Planning

Collaborate better with Bentley Financial Planning with an online platform that virtually has it all. By linking your investment and bank accounts, mortgage, real estate, and other assets and liabilities, AdviceWorks offers a more holistic view of your financial situation. This makes it easier for your financial professional to help you.

Want to go paperless? No problem. AdviceWorks gives you the option of eDelivery and securely share personal documents (such as tax forms) at ease with your advisor from the cloud-based vault.

How to Enroll:

Call the office anytime to request an invite at 412-435-1183 or Email John@BentleyFinancialPlanning.com

Items Needed to Enroll:

a) Cell Phone Number

b) E-mail Address