Our Firm

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 BALLENTINECapitalManagement to specialize in helping others based on the principles of objectivity, independence, and focus on clients.
 

BALLENTINECapitalManagement is built on the philosophy that “we succeed when our clients succeed".  Our firm specializes through our years of experience, professional credentials, and focus on estate, retirement and divorce investment planning. 

With so many available choices in this ever changing and ever more complex financial world in which we live, we at BALLENTINECapitalManagement are honored to guide our clients through the financial mazes that life presents.  We are dedicated to providing current information and advice in our areas of specialty.  We feel this gives us a competitive advantage and allows our clients to be best served.

We are honored by the responsibility our clients have given us and we work daily to earn our clients' trust and respect.

BALLENTINECapitalManagement