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SC Best In Business 2022 Award Winners

Thank you to everyone who voted for us in the 2022 Best In Business awards. We won the following:
 
2nd Place for Best Wealth Management Company
3rd Place for Best Chief Executive Officer of the Year
3rd Place for Best Small Size Company
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Connected by Community

Connected by Community is a podcast designed to connect with small businesses, non-profits, personal endeavors, and hobbies for the betterment of the community.

News & Media

College Graduation

Please help us congratulate Hailey, Katrina’s daughter and one of our part-time workers, on her graduation from Western Carolina University. Hailey earned a degree in

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How Can We Help With Your Financial or Retirement Goals?

We are currently accepting qualified South Carolina clients, as well as clients across the United States.
Work With Us

(864) 322-6046

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Greenville Office

Open Mon – Fri: 8:30 – 5:00

15 Halton Green Way
Greenville, SC 29607

Map & Directions

Clemson Office

Available By Appointment Only

133 Thomas Green Blvd., Suite 200
Clemson, SC  29631

Map & Directions

Accreditation

Ballentine Capital Advisors BBB Business Review