Since 1987, Balentine has been a trusted advisor for families and institutions.

Our business is grounded in building long-term, trusted relationships based on expertise, sincerity, and impact.

“Our relationship with Balentine since 1987 has given us such a great life!"

- 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.

Who is Balentine?

More than three decades ago, Robert Balentine and his father, Bob Balentine, founded this family firm out of a shared desire and commitment to building a sustainable, globally-minded business.

Today, Balentine has the privilege of being a leading company filled with experts with talent and heart who manage billions of dollars — but more importantly, who share deeply in your wealth management journey. Built on this foundation, we partner with high-net-worth families and entrepreneurs to manage their wealth to preserve and propel the wealth they've worked so hard to create.

Robert Balentine sitting in front of his father's painting at a company meeting

What is known today as Balentine LLC opened its doors in 2009 and is a successor firm of Balentine & Company, which was founded in 1987 by Chairman Robert Balentine and his father.

Balentine has been recognized locally and nationally for everything from the growth of assets under management to our positive and inclusive workplace culture. Learn more about some of the notable awards we’ve received.

We are 100% employee-owned. No single partner owns a majority of the firm.

Ahead of our time — ahead of the curve.

See the story of Balentine from the beginning.


Balentine celebrates its 35-year legacy, employing more than 50 talented wealth management advisors and staff committed to delivering value to clients through strategic investments and innovative plans.


Robert Balentine and Adrian Cronje, Ph.D., publish First Generation Wealth, a book to help wealth creators think through what it takes to build a meaningful legacy and best support future generations.


Balentine expands its Family Office offering, appointing Mark Bell, Ph.D., as Head of Family Office.


Atlanta Business Chronicle names Robert Balentine one of Atlanta’s Most Admired CEOs.


Balentine LLC celebrates becoming a 100% employee-owned company once again.


The Metro Atlanta Chamber presents Robert Balentine with their inaugural Businessperson of the Year Lifetime Achievement Award.


Balentine resigns from Wilmington Trust to once again become an independent firm...and Balentine is reborn to build the kind of business we envisioned to serve our clients best.


Robert Balentine becomes the CEO of Wilmington Trust Investment Management.


Wilmington Trust Company completes its acquisition of Balentine & Company for more than $100 million, putting a bright, entrepreneurially-driven team inside a trusted, venerable brand.


Balentine becomes the largest independently-owned investment counseling firm in the South.


Balentine & Company merges with Reiser & Associates.


Robert Balentine and his father, Bob, decide to go into the wealth management business, founding Balentine & Company.

Here’s to 35 years of excellence...and looking ahead to many more.

“Individually and as a team, we have lost, we have won, we have rejoiced, and we have learned. We’ve experienced countless personal and professional highs and lows, and along the way were afforded a front-row seat counseling hundreds of clients.

In the thousands of hours we’ve spent serving clients and founding and leading businesses ourselves, we’ve developed not only the requisite functional expertise, we’ve developed a deep, intuitive understanding of wealth creators and the struggles they may face — and of the principles that can help them navigate those struggles.

And while we certainly don’t have all the answers, we have developed clear convictions about the steps wealth creators can take to protect and grow their fortunes.”

Robert Balentine and Adrian Cronje, Ph. D
First Generation Wealth

The Balentine Difference

“I appreciate the entrepreneurial mindset with which we approach every day and every decision at Balentine. It’s important for a firm to stay nimble, and I love that we have stayed true to that approach as we've grown.”

Emily Barbour

Head of Client Experience
“When I first interviewed at Balentine for an assistant position, I expressed my goal to become an HR professional. I’ve made that goal a reality, having been surrounded by encouragement and support at Balentine every step of the way.”

Christina Callesis

Human Resources and Project Manager
“Balentine has a great story, and I love how the firm’s history has shaped our culture. Being a part of that story as a valued employee keeps me coming back for more.”

Ben Webb

Director of Manager Selection and Implementation
Balentine clients were not compensated via credits or other benefits from Balentine for providing testimonials. Quotes do not necessarily represent all client experiences.
Happy client about the possibility of joining Balentine's legacy
Life at Balentine

Join our legacy of possibility.

Sometimes finding the right fit means looking beyond the checklist of skills and experiences. At Balentine, we know that bright candidates can often learn new skills quickly, while core values like integrity, excellence, entrepreneurial spirit, and mutual respect are honed over a lifetime. If your values align with ours, let’s talk — even if your professional background isn’t an exact match.

women on staff, with 50% in management positions
less turnover than the national average

Here’s what we’ve been up to...

We’ve been in the press recently...

Balentine Names Liz Thomas Head of Marketing

Amid rapid growth, Liz will ensure the firm’s core values stay at the forefront of communications, public relations, and online presence.

Wealth Management Firm Balentine Opens New Raleigh Office

Triangle publication Midtown Magazine featured us in its January/February edition.

Robert Balentine Inducted into Barron's Hall of Fame

Robert Balentine joins a select group of independent financial advisors exemplifying long-term success and commitment to clients.