Bryan Ballentine, rounder of Ballentine Capital Advisors, recently earned a Rising Star Award from Financial Independence Group.
This prestigious honor is given to an advisor who has excelled in business, community involvement, and professional reputation. Ballentine's commitment to engaging with multiple teams and offerings truly defines partnership and growth.
About Ballentine Capital Advisors:
At Ballentine Capital Advisors we seek to serve our clients wealth needs through providing premier advice and service in wealth management. We seek to passionately and empathetically provide the highest standard of fiduciary care, always putting our partner’s clients’ best interest before our own. About Bryan Ballentine Bryan 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 25 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, 403b, profit sharing, cash balance, 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.
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