Thomas Bentley, CFP®, CTFA

Director of Estate Planning & Shareholder

“Estate planning can be complex, and most people don’t like discussing their estate because it reminds them of their own mortality. I enjoy the process of helping people understand and become comfortable with their estate plans.”

Thomas’ Story

Tom leads Truepoint’s Estate Planning team, guiding and coordinating team members’ individual efforts and developing estate planning strategies for the firm’s clients. His goal is to help every client seamlessly pass their estate onto the next generation while avoiding probate and minimizing their estate taxes. He is particularly skilled at explaining complex estate regulations and simplifying the documentation process.

Tom likes staying busy outside of the office, too. He enjoys being outdoors, particularly kayaking in the summer and skiing in the winter. He also spends time hiking, gardening, and relaxing with his family and his dog.


Specialties: clarifying roles and responsibilities within estate documents, coordinating family meetings, minimizing estate taxes, protecting assets for the next generation

Education

Loyola University of Chicago, BBA, Accounting
Xavier University, MBA

Designations

Certified Trust and Financial Advisor
CERTIFIED FINANCIAL PLANNER™

Community Involvement (3)

  • Anderson Township Urban Garden
  • Cincinnati Eastside Neighborhood Food Project
  • Talbert House Foundation

Interested in working with
our team?