Steve Bentley, CPFA®

Steve Bentley, CPFA®

LPL Financial Advisor

Financial advising is all about relationships. Previous to becoming a LPL Financial Advisor, I had worked as an entrepreneur, educator, and professional accountant in a variety of business sectors. Over the years, I saw too many family and friends facing difficult challenges with the financial investment industry. I began talking to more and more friends, colleagues, and community members. The more I talked, the more I felt called to apply my knowledge of business in the service of others. After discussing it with my family, I decided to take the plunge. And here we are!

Today, my team and I combine sound, data-driven strategies with the care and respect we have for each of our clients. At the end of the day, it is all about relationships. My role as your LPL financial advisor is to listen, educate, and serve so that you leave every trade meeting feeling heard and empowered.

Steve is a licensed LPL Financial Advisor with LPL Financial. He has decades of experience working for companies like Intel, PCOS, Microsoft, and Washington Industrial Coding in financial education, management, and accounting. Steve founded the Montane Group, an investment firm that partners with LPL Financial, in 2017. In the community, Steve has served as an organizer, leader, and grant writer for Rotary International's Uganda Clean Water Project. Steve and his wife Teresa have made Bainbridge Island their home for the last thirty years. With both daughters grown, they spend their time gardening, catching up with neighbors, and learning whatever new board game their kids just brought home!

LPL Financial, LLC is not affiliated with any other entities referenced.  (10/20)