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Why do clients choose Balentine?
We provide subject matter expertise across the spectrum of wealth advisory services, financial planning, and investment strategy. Also, we’re entrepreneurs, just like many of our clients, and we can serve as experienced advisors to them. In short, we provide a wealth of perspective.
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Adrian Cronje
The Balentine Difference
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.
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Robert Balentine and Adrian Cronje, Ph.D.
Reach for your wealth 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 these categories. 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?
We help clients reach new levels of alignment, authenticity, trust, and transparency with loved ones by including each generation in discussions around wealth and exploring opportunities that reflect family values and interests.
Our financial planning services run the gamut, from asset and balance sheet management to cash flow reporting and maintenance.
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.
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.
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Adrian Cronje is Selected for Leadership Atlanta
Balentine Strengthens Succession Planning with Three New Principals
Jon Bristow is Balentine's Head of Atlanta Wealth
We look forward to meeting you.
If you have questions about our firm, 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.
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