J. Bryan Ballentine CFP®, CRPC™

Bryan BallentineBryan is the president and founder of Ballentine Capital Advisors. As a Certified Financial Planner™ and Chartered Retirement Planning Counselor℠, Bryan’s passion lies in helping his clients navigate their financial life and helping them to ultimately achieve their greatest financial goals.

With almost 15 years of experience, he guides his clients based on the principles of objectivity, independence, and client-centered financial planning, focusing extensively on retirement and investment issues such as retirement income planning, IRA rollovers, employer qualified plans (401k, profit sharing, etc), investment management, and tax planning strategies.

Today, Bryan works with a select private client group and certain businesses to provide independent advice and services regarding retirement and investment planning.

Bryan believes strongly in the management of individual behavioral mistakes that are often made in traditional financial and investment planning.

Professional Designations

  • Certified Financial Planner, CFP®
  • Chartered Retirement Planning Counselor, CRPC™
  • Million Dollar Round Table, Court of the Table

Professional Association Memberships

  • Greenville Estate Planning Council
  • Financial Planning Association

Licenses

  • Registered Representative of Triad Advisors, member FINRA/SIPC
  • FINRA registrations include SERIES 7, 24, 63 and 65
  • South Carolina State Insurance License for Life, Health, Variable Life and Annuity
  • North Carolina State Insurance License for Life, Health, Variable
  • Georgia State Insurance License for Life and Health,
  • Alabama State Insurance License for Life and Health,

Awards and Honors

  • Voted Greenville’s Best & Brightest, Greenville Magazine, 2002
  • Top Financial Planning Firms, GSA Business, February 2007
  • Regularly featured on ETV Radio’s South Carolina Business Review

Education

  • University of South Carolina – Bachelors Degree

Personal & Community Involvement

  • Married with 2 great kids
  • Former Board member of Big Brothers Big Sisters
  • Former Treasurer of Abiding Peace Lutheran Church
  • Former Chairman and Board Member of Eastside YMCA and metro board member

Our Services

  1. Wealth Maximization Planning
  2. Retirement Income Planning
  3. Investment Portfolio Analysis & Planning
  4. Tax Planning Strategies
  5. and more
Maximizing Social Security Monthly Video Blog Quarterly Investor Education Blog

Recent News

Check out Bryan’s recent discussion on The Rise of Capital Gains Taxes with Mike Switzer on his NPR talk show, South Carolina Business Review.

South Carolina Business Review

Contact Us

Ballentine Capital Advisors
3451 Pelham Road, Suite 100
Greenville, SC 29615

Ballentine Capital Advisors BBB Business Review

Tel: (864) 322-6046
Toll-free: (800) 507-8135
Fax: (864) 322-6048
Email: wealthteam@ballentinecapital.com
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