Roy Ballentine, CLU, ChFC, CFP®

Founder and CEO, Ballentine Partners



Roy is the Chairman of the Board, Chief Executive Officer, and Founder of Ballentine Partners, a wealth management firm in Wolfeboro and Waltham, MA.  Roy dedicates his time to thought leadership, strategic oversight of client engagements, and coaching and training team members.

Roy graduated from Yale University with a bachelor’s and a master’s. He is a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and a Certified Financial Planner (TM) practitioner. He has practiced as a fee-only financial advisor since 1984. Roy has been named repeatedly by Worth Magazine as one of the top 100 financial advisors in the United States.

Roy has served for many years on the Board of Trustees of Brewster Academy, a private secondary school located in the heart of Wolfeboro, NH.  He is currently serving as Chairman of the Board.  Roy also serves as a Trustee and Treasurer of the Wolfeboro Area Children’s Center and of Huggins Hospital in Wolfeboro, NH.

He lives in Wolfeboro, NH.