Emily Balentine Barbour, CFP®

Head of Client Experience

Partner

Principal

Emily Barbour, CFP® serves as Head of Client Experience at Balentine, where she is responsible for designing and overseeing a seamless, client-focused experience across the firm. With a deep passion for client service and a diverse background in various roles within the firm, Emily is uniquely positioned to drive both future growth and an enhanced, white-glove experience that caters to the individualized needs of each client. Emily also leads Balentine’s Family and Legacy efforts, facilitating meaningful, often complex conversations with clients to address their most important goals and concerns. As Relationship Manager for a select group of clients, she gains firsthand insight into the challenges and aspirations that inform Balentine's approach to personalized wealth management.

A third-generation wealth manager, Emily joined Balentine in February 2010, just two months after the firm’s founding. Prior to this, she began her career at Coxe Curry & Associates, a consulting firm serving non-profit organizations in the greater Atlanta area.

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Emily Balentine Barbour, CFP®
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Education

BA, Washington and Lee University

Experience

Balentine, Relationship Manager

Balentine, Director of Client Service

Balentine, Client Service Manager

Coxe Curry and Associates, Campaign Assistant

Professional affiliations & awards

CERTIFIED FINANCIAL PLANNER®

Pershing Next Generation Leadership Council

The Philanthropic Advisor Leadership Institute, Class of 2016-17

Metro Atlanta Chamber’s ATLeaders Young Professionals Group (Past)

Pershing Mentorship Program for First Generation College Grads (Past)

Community involvement

2025 Chair, Skyland Trailblazers

Board Member, Southern Highlands Reserve

First Presbyterian Church of Atlanta

Peachtree Garden Club

Class Agent, The Westminster Schools (Past)

Investment Advisory Committee, Latin American Association (Past)

Philanthropy Chair, Washington and Lee University, Atlanta Alumni Association (Past)

Q&A

How and why did you get into this business?

Though I didn’t have a financial background, I wanted a career change and the timing was perfect. I remember nervously asking my dad about possibly working for him. We both thought long and hard about how it would affect our relationship (the good and the bad), and he had careful discussions with his partners. After four rigorous interviews, I made the cut. It was one of the best decisions I have ever made. I hope my dad feels the same way.

Which person do you most admire?

My father. One of the most fulfilling aspects of my life has been the opportunity to work alongside my dad over the past 15 years, both as a father and as a business leader. Through this experience, I’ve gained a deeper understanding of him. The way he leads our family mirrors how he runs his business—guided by his strong faith, unwavering integrity, and commitment to open, honest communication.

What are the big issues that Balentine and companies like it need to solve to truly benefit the parties they serve?

In order for us to do our job of helping clients meet their financial goals, they need to learn to “tune out the noise.” As humans, it is hard not to get caught up in the daily chatter. That is what our clients are paying us for—to stick to the plan that aims to get them to their goal. We often can be our own worst enemies when it comes to investing.

What are you most passionate about in this business?

I’m most passionate about helping clients engage with their families on a deeper level. While investment management and financial planning are central to what we do, I believe the future of wealth management lies in supporting families through the more profound and often challenging conversations. These include passing on values, intentions, and legacies—conversations that truly matter and shape the future for generations to come.

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