About Us
At BCA Private Wealth, we believe your financial future deserves more than guesswork. It deserves a thoughtful, personalized plan you can follow with confidence.
Headquartered in Greenville, South Carolina, with an office in Clemson, we are an independent wealth management firm dedicated to helping individuals, families, and business owners build, protect, and enjoy their wealth.
We proudly serve clients across Greenville County, Anderson County, Pickens County, and surrounding areas.
Our Story
BCA Private Wealth was founded by Bryan Ballentine, who began his financial planning career with American Express Financial Advisors (AEFA). After a successful tenure, he opened his own independent firm with a clear vision: to deliver financial advice that puts clients first, backed by independence, objectivity, and meaningful relationships.
Our philosophy is simple: Your success is our mission. From our beginnings as Ballentine Capital Advisors to our growth as BCA Private Wealth, we’ve remained committed to helping you build a future you can follow.
Why choose BCA Private Wealth?
We know inflation and taxes will reduce the value of a poorly designed portfolio or retirement plan, so it is critical to have a plan that combats these potentially destructive forces to your person’s wealth. The creation and execution of good retirement planning for most, can be the difference between financial peace and financial turmoil.
We work for you and not Wall Street, so we are able to independently and objectively assess, review, and analyze how the wealth of our clients can provide an income for their lifetime as well as a legacy for multiple generations.
We are entrusted with some of the most important decisions our clients will make in their lifetime, so we believe it is critical that financial planners help structure your portfolio and retirement income to capture returns based on the market and not on a manager. That’s our promise and the responsibility of a good fiduciary.
We believe you have the right to seek a relationship with a trusted, qualified financial advisor, whether that is us or another. We are honored if we are entrusted with this responsibility.
Our Mission and Vision Statement
Vision
To partner with a select group of clients to maximize their Real Wealth, helping them live intentionally today while building a lasting legacy for tomorrow.
Mission
At BCA Private Wealth, our mission is to serve the comprehensive wealth management needs of our clients through premier advice, personalized financial planning, and the highest fiduciary standard of care.
We deliver integrated solutions that go beyond investments – addressing retirement planning, estate planning, tax strategies, and long-term financial security with empathy, expertise, and integrity.
Core Values
- Excellence in Service
- Integrity Always
- Commitment to Care
- Accountability
- Client-Centric Advice
- Community Stewardship
