
A wealth of perspective
working for you.
With 35 years of wealth management experience, our knowledge runs deep. We build long-term, trusted relationships based on expertise, sincerity, and impact.

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What’s your legacy of possibility?
Whether you've started a business, inherited wealth, or steward an institution,
we can help you build what comes next.
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We believe in managing risk ahead of return. The goal of our model-driven approach is to provide consistent, long-term results for your unique wealth situation.
We help wealth creators plan for the future, preserve their wealth, and perpetuate their legacy by building customized solutions that address personal, family and business matters.
Wealth and assets don’t in and of themselves create a legacy, any more than bricks, windows and shingles transform a house into a home. Legacy is a far more elevated idea, animated by purpose and intentionality. At Balentine, we explore the relationships, mindsets, and actions that create true wealth and an enduring legacy for generations.
Your financial world is complex but understanding it doesn’t have to be. We tailor our relationship to dynamically prioritize your relevant planning areas. Our global view – a dashboard of your full financial picture – helps you keep a pulse on all your assets.
Choosing the right partner to guide your wealth journey is a significant decision. We believe you need a trusted advisor – someone who has been in your shoes. Someone you can count on to help you navigate what lies ahead. With 35 years of subject matter experience, we have the knowledge to manage your wealth — and when you partner with us, we take you further than a single point of view ever can. The roots of our knowledge and experience run deep. Together we believe they form something even deeper—a thriving foundation, a unified network of expertise to guide you through what matters most. The partnerships we nurture with our clients, and with each other, are designed to propel the wealth you’ve created for generations to come.
What is your "Why?"
"So many people talk about the management of money, but, really, before you even talk about any of that, you have to get the why, the question behind the question." – President and Head of Multi-Family Office, Brittain Prigge, CFA
Who are you beyond your wealth? How do you wish to be remembered? After nearly four decades, we’ve learned the questions to ask to understand our clients' needs — offering our wealth of perspective to help protect and grow the wealth they’ve worked so hard to build.

Our vision stands the test of time.
When Robert Balentine and his father, Bob Balentine, saw the chance to build a different kind of investment firm in 1987, they chose "what could be" over "what is."
Several decades and billions of dollars in assets under management later, Balentine is still choosing potential — backed by proven processes, exceptional people, and an unemotional, data-driven investment process to create performance.
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The Balentine Difference
We wrote the book on wealth and legacy.
Your wealth was built bit by bit, day by day. Your legacy will be as well. But what does it take to build a meaningful legacy, and how can your wealth best support future generations?
Authors Robert Balentine and Adrian Cronje, Ph.D., share stories that illuminate guiding principles and provide practical steps entrepreneurs can take to avoid the Shirtsleeves to Shirtsleeves phenomenon.

Frank Blake
Former Chairman and CEO, The Home Depot
Paul Bouchey
Journal of Wealth Management