BCA Private Wealth

BCA Private Wealth is a financial planner in Greenville, SC, located at 15 Halton Green Way. The firm offers personalized financial planning, investment advisory, retirement planning, tax planning, and risk management services to individuals, families, and business owners across Greenville County, Anderson County, Pickens County, and surrounding areas in Upstate SC. It holds a rating of 5.00 based on 2 reviews. Headquartered in Greenville with an additional office in Clemson, the firm was founded by Bryan Ballentine, who began his financial planning career with American Express Financial Advisors before establishing an independent practice. The team includes CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselors™ (CRPC™), and Chartered Financial Analysts® (CFA®) professionals who act as certified fiduciary advisors. Team member Jordan Durham was recently awarded the 2025 Best & Brightest 35 & Under honor for professional and community contributions. Services include Social Security optimization, IRA strategies, portfolio construction, estate planning coordination, college savings, and 401(k) management. The firm utilizes a signature Retirement Income Bucket Strategy, organizing assets into short-, mid-, and long-term income sources to manage market volatility and sequence of return risk. It also provides business transition strategies and retirement plan consulting for business owners, including 401(k), SIMPLE IRA, SEP IRA, and Defined Benefit plan options. The business has a positive rating from the customers who have reviewed it. BCA Private Wealth combines fiduciary financial planning with local expertise to help Greenville residents build lasting financial security.

Located on Halton Green Way in Greenville, SC, the business is about 0.1 miles from Woodruff Road and near the Chelsea Townes neighborhood.

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