How can I simplify my financial picture?

We provide a global view of all moving parts of your financial picture. The result? A comprehensive financial plan that simplifies complex portfolios.

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

Relationship Manager
“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.”

Ben Webb

Director of Manager Selection and Implementation
“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.”

Christina Callesis

Human Resources and Project Manager
“Founding Balentine has been one of the most challenging and rewarding experiences of my life. I’m proud of what we’ve built together and am excited for the opportunities to come.”

Erica Farber

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

What’s the Balentine approach?

Deeper explanation of why and how Balentine invests in public markets, and how the firm goes above and beyond for clients.

Public markets

Deeper explanation of why and how Balentine invests in public markets, and how the firm goes above and beyond for clients.

Private markets

Deeper explanation of why and how Balentine invests in private markets, and how the firm goes above and beyond for clients

Taxable

Deeper explanation of why and how Balentine makes taxable investments, and how the firm goes above and beyond for clients

Tax-exempt

Deeper explanation of why and how Balentine invests in public markets, and how the firm goes above and beyond for clients.

A book to help wealth creators think through what it takes to build a meaningful legacy and best support future generations
“We’ve counseled many clients who get so deep in the weeds of the business and their finances, they can lose sight of the big picture. Or they might get so focused on measurement and hitting a magic number for the sale of their business that they lose sight of what really matters. If you don’t exercise caution here, you could easily lose sight of broader outcomes and the human impact of your actions and decisions.”

Robert Balentine and Adrian Cronje, Ph.D.

First Generation Wealth

Reach for your money management goals — we’ll go the extra mile to make sure you get there.

At Balentine, we do it all — even services that don’t neatly fall into one of the categories below. Our highly personalized, full-team approach brings objectivity, insight, and experience to identify your goals and objectives. How can we help you on your wealth management journey?

Business Advisory  

Managing wealth is distinctly different from managing and operating a company — and as entrepreneurs ourselves, we can provide unbiased, experience-backed advice on decisions like taking your company public, making your exit, or creating a succession plan.

Planning

Our financial planning services run the gamut, from asset and balance sheet management to cash flow reporting and maintenance.

Investments

We invest in public and private markets as well as making investments that are taxable and tax-exempt — guided by our unemotional, data-driven models.

Insights

Browse our collection of resources for trustees and consultants.

For trustees juggling many fiduciary responsibilities, there’s a myriad of news and information to constantly unpack. As a plan consultant, you’re likely trying to make that burden a little lighter. Delve deeper into these topics our clients frequently mention, with insights from our knowledgeable Balentine team.

View more insights

Don’t mistake wealth for legacy.

Don’t mistake wealth for legacy.

Distinguish between your business and the business of your family.

Entrepreneurs must perform a delicate balancing act between leading and managing a business and leading and managing a family—especially when the two are inextricably intertwined.

See the world through the next generation’s eyes.

It takes foresight, clear communication, and most of all empathy to prepare the next generation for carrying on the family legacy. We offer concrete ways to bridge the gaps between different generations’ views of money, business, and legacy.

We look forward to meeting you.

If you have questions about your financial picture, rest assured that we're committed to providing education and advice to help you realize your goals. Simply fill out the form to schedule a meeting and one of our advisors will be in touch.

Balentine tree logo representing wealth management

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