About Us

About Us


Financial Advisors
Headquartered in Greenville, SC

Our firm’s founder, Bryan Ballentine, began his career in the financial services business with American Express Financial Advisors (AEFA). After a successful career with AEFA, he opened the independent firm of Ballentine Capital Advisors to specialize in helping others based on the principles of objectivity, independence, and focus on clients. Ballentine Capital Advisors is built on the philosophy that “We succeed when our clients succeed.” Our wealth management firm, through our years of experience and professional credentials, specializes in a focus on retirement, retirement income and wealth planning.



Our Mission


Our mission is to ensure that our clients are able to live a fulfilled life financially. We offer the guidance and personal dedication needed from a financial advisor to help each client reach their financial goals. From wealth maximization in retirement to small business financial planning, we work as a team to help each of our clients attain the financial success they desire.

Our Staff

Bryan Ballentine CFP®, CRPC®
President

Email Bryan | Bio

Cheryl Hayes CFP®, CRPC®
Financial Advisor

Email Cheryl | Bio

Katrina Morris CRPC®
Planning Analyst

Email Katrina | Bio

Stephanie Monroe
Client Services

Email Stephanie | Bio

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Ballentine Capital Advisors - Wealth management for individuals and businesses.