Ballentine Capital Advisors
Bryan Ballentine, CFP®, CRPC™, is an experienced wealth advisor and business leader with a background in financial services spanning over two decades. Since 2006, Bryan has served as the Owner and Wealth Advisor at Ballentine Capital Advisors. In November 2023, Bryan became the Chief Executive Officer of Discipline Wealth Solutions. Prior roles include Financial Advisor positions at Wachovia Securities Financial Network from April 2004 to May 2006 and at American Express Financial Advisors from March 1999 to April 2004. Bryan holds a Bachelor of Science in Business Administration from the University of South Carolina Darla Moore School of Business.
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Ballentine Capital Advisors
Ballentine Capital Advisors specializes in working with individuals and businesses to assess, plan, implement, monitor and review the overall wealth of its clients. Our process… is designed to minimize the taxation and administrative burden that a lack of planning or bad planning may bring. Our goal… is to maximize the wealth creation and protection of our clients through dedicated guidance and unbiased views. We partner with our clients to review all areas of wealth to ensure that a coordination of total wealth management takes place. We foster strategic partnerships with other professionals such as CPAs and attorneys to make sure this process is a collaboration of experts for the benefit of our clients.