Wealth sets you on a path.

Learn how we'll help guide you.

Learn how we'll help guide you
Happy family walk on nature on sunset hold hand
Three generation wealth smiling and happy
Multi-generation happy family

Your wealth introduces unique opportunities – and challenges.

Financial decisions, family dynamics, and, for entrepreneurs, the intertwined considerations between business and family can feel heavy. We’ll focus on wealth’s complexities so you can focus on its upsides.

Balentine clients collaborating with their advisors to preserve their wealth for future generations
How do I:
Simplify my financial picture?
Protect my family’s future for generations?
Preserve and grow my wealth?
Decide whether to keep or sell my business?

Choosing the right partner to guide your wealth journey is a significant decision.

We understand your world, will care personally for you and your family, and will help you uncover your purpose beyond your wealth.

Personalized Partnership

  • “30:1 client to relationship manager ratio, lessthan half the industry average”

  • Client Retention

  • NPS

  • Support team: (from RB) “each client is supported
    by dedicated team of six professionals”

  • In sync with other advisors (tax, accountant, insurance, estate attorney)

Entrepreneurial

  • We are purposefully built as fiduciaries with decades of experience and deep resources
    built for families of wealth.

  • We are purposefully built as fiduciaries with decades of experience and deep resources
    built for families of wealth.

  • We are purposefully built as fiduciaries with decades of experience and deep resources
    built for families of wealth.

  • We are purposefully built as fiduciaries with decades of experience and deep resources
    built for families of wealth.

Preservation

  • We are purposefully built as fiduciaries with decades of experience and deep resources
    built for families of wealth.

  • We are purposefully built as fiduciaries with decades of experience and deep resources
    built for families of wealth.

  • We are purposefully built as fiduciaries with decades of experience and deep resources
    built for families of wealth.

  • We are purposefully built as fiduciaries with decades of experience and deep resources
    built for families of wealth.

  • We are purposefully built as fiduciaries with decades of experience and deep resources
    built for families of wealth.

  • We are purposefully built as fiduciaries with decades of experience and deep resources
    built for families of wealth.

37

years of the Balentine brand

99%

client retention rate

27

years of our proven investment process

100%

employee owned
Barron’s Top 1,200 Advisors
Barron’s Top Independent Advisors
Barron’s Advisor Hall of Fame
Forbes’ America’s Top Wealth Advisors
Forbes’ Top 50 Fastest Growing RIAs
America's 5,000 Fastest-Growing Private Companies
Best Practices Award
Top Regional RIAs
50 Growers Across America
Top 300 Registered Investment Advisors

What's it like to be a Balentine Client?

"We thank you for arranging these Balentine family reviews that are, professional, thought provoking, respectful and fun. We are the privileged recipients of a world view customized to our needs. We shall look forward to the next event."

Brian, Susie and Tania Dyson

Current Balentine Clients
"I make decisions based on the people and their values – and Balentine’s values are profound. They are true, genuine, and strong people. Balentine is a special company, the way the whole company feels through its people."

Marc & Cécile Noël

Current Balentine Clients
“When selecting wealth advisors, we wanted to work with a firm that understands what we face as entrepreneurs and can be proactive in addressing our needs. Balentine has delivered on this and more.”

Todd and Laura Olson

Current Balentine Clients
“Balentine is a firm that listens. They focus on continually making it a better company by focusing on their clients and how to serve us better. As a client, I think that’s incredibly important and exciting.”

Andy Vabulas

Current Balentine Client
“I feel well supported. There’s a high level of trust. When I need additional resources, Balentine marshals it from their broader team. They provide well thought-out advice and have added value with their personalized and boutique approach.”

Former CEO of Public Company

Current Balentine Client
“We chose to work with Balentine years ago because of their attention to detail and personal integrity. So many aspects of the company have grown and improved over the years, but the basics have remained as a bedrock for us.”

Current Balentine Client
“Since we began working with Balentine, I have grown to appreciate more of the different people that are there assisting with the guidance of my decision making in building wealth for me and my family. Which is not only a matter of trust but having the confidence in your firm to know that you are there every step in the way.”

Current Balentine Client
Balentine clients were not compensated via credits or other benefits from Balentine for providing testimonials. Quotes do not necessarily represent all client experiences.

Your wealth was built bit by bit, day by day. Your legacy will be as well.

What does it take to build a meaningful legacy, and how can your wealth best support future generations? We share stories and provide practical steps for entrepreneurs.

Learn more about our book
Balentine First generation Wealthy Book by Robert Balentine and Adrian Cronje
“During our careers, so many of us are so wholly immersed in our companies that we don’t take time to think through communication around money within our families. First Generational Wealth provides a thoughtful roadmap to help navigate issues around wealth and legacy.”

Frank Blake

Former Chairman and CEO, The Home Depot

“A guidebook for wealth creators to think through difficult questions around wealth, legacy, and family. It is definitely a worthy read for entrepreneurs and the advisors that serve them…the book is an insightful roadmap for dealing with the issues that first generation wealth creates.”

Paul Bouchey

Journal of Wealth Management

2023. All rights reserved.
Privacy PolicyTerms of ServiceDisclosuresForm ADVForm CRSCyber securityBusiness continuity