Skip to main content

Bentley & Co. Logo

  •  
  •  Tel: 337-235-6233
  •  Toll Free: 888-235-6233
  • Request a Meeting

    Bentley & Co. Logo

    • Home
    • People 
      • Team
      • About
      • Philosophy
      • Process
    • Planning Services 
      • Overview
      • Investments
      • Insurance
      • Retirement Planning
      • Managing Your Finances
      • Asset Allocation
      • Business Succession Planning
      • Charitable Giving
    • Resources 
      • Noteworthy Websites
      • Calculator Library
      • Video Library
    • Client Login
    • Blog
    • Contact

    Helping You 

    manage the changing face of life

    Retirement Goal Planning

    Working with you to achieve financial independence

    Financial Freedom

    Growing Assets so that you can retire

    Working Together

    Building meaningful relationships that last

    Our Mission

    Your success is our only mission

    Helping You 

    Manage the changing face of life

    Goal Planning

    Building a customized portfolio for each relationship

      Previous   Next

     

    About Us

     

    Services

     

    Resources

     

    Client Login

    Home

    Our Approach

    We are dedicated to providing investment management and strategic wealth planning to our clients. Simply put, we strive to be our client’s trusted advisor. As an independent financial advisor, our primary focus is to provide individualized retirement goal planning, extensive research on the products we recommend and unbiased opinions that are designed to achieve long term investment results.Our process integrates Service excellence, Working together to build relationships, Identifying your needs to design your plan, with Managing your portfolio tailored to your comfort level. This proprietary process, the S.W.I.M. 360 Vision™, was created to continuously adjust and monitor your critical life and financial goals with keeping your plan on track.


    Learn more

    714 East Kaliste Saloom Road Suite D2
    Lafayette, Louisiana
    70508 United States

    •  Tel: 337-235-6233
    •  Toll Free: 888-235-6233

      Securities and Advisory Services Offered through Prospera Financial Services, Member FINRA/SIPC.

      To view the Firm’s CRS

      Brokerage and Advisory accounts carried by First Clearing.
      An affiliate of Wells Fargo and company.

      © 2021 Bentley & Company LLC. All rights reserved.

      Website Design For Financial Services Professionals