Tom Bentley

Tom Bentley is Principal and Director of Estate Services at Truepoint Wealth Counsel in Cincinnati, Ohio, where he leads the firm's estate planning team and coordinates comprehensive strategies for clients' wealth management needs. Bentley's key responsibilities include overseeing estate and trust services, collaborating with advisors across disciplines, and guiding high-net-worth individuals and families through complex planning scenarios, with a particular focus on estate and trust administration.

His expertise centers on estate planning, trust services, and wealth transfer strategies. He plays a critical role in developing and executing tailored solutions that address tax planning, generational wealth transitions, and charitable giving. Bentley is recognized for his in-depth knowledge of fiduciary laws and his work with both individuals and family enterprises, helping them navigate the financial, tax, and legal complexities of wealth stewardship.

Bentley holds an MBA from Xavier University and a BBA in Accounting from Loyola University Chicago. He is a Certified Financial Planner (CFP®) and Certified Trust and Fiduciary Advisor (CTFA), underlining his extensive expertise in wealth management and fiduciary services. Throughout his career at Truepoint since 2004, he has contributed significantly to the firm's growth and reputation as a leader in evidence-based wealth management, especially for clients with sophisticated estate planning and trust administration needs.