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.

How we’re different

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.

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.

35

years of the Balentine brand

99%

client retention rate

25

years of our proven investment process

100%

employee owned

Barron’s Top 1,200 Advisors
Barron’s Top Independent Advisors

Forbes’ America’s Top Wealth Advisors
Forbes’ Top 50 Fastest Growing RIAs

Fastest Growing Private
Company in America

The Balentine Difference

“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

“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

“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

“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 Client

"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

(cont'd) "Balentine helps us by asking the right questions; they guide us without imposing their thoughts. They keep us on the right track and come with solutions and tools for what we want to do."

Marc & Cécile Noël

Current Balentine Clients

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

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.

‍

Learn More

“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

What’s your legacy of possibility?

What is your "Why?"

Our vision stands the test of time.

35

99%

25

100%

The Balentine Difference

We wrote the book on wealth and legacy.

Stay in the know with our newsletter.