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.

Photo of clients hands during a meeting where they are discussing their wealth and legacy
How to Select a Financial Advisor
I often meet entrepreneurs who spend decades using a disciplined, process-oriented approach to building their businesses and, as a result, accumulate great wealth. However, it’s remarkable how many of them devote more time to planning their next vacation than to choosing a wealth manager to steward the proceeds from their life’s work after a transition event.

Adrian Cronje

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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.

First generation wealth book to help wealth creators think through what it takes to build a meaningful legacy and best support future generations.
“In our combined 50+ years of working with business leaders, we’ve seen some fascinating patterns and behaviors born out over and over again. Behaviors and patterns, strengths and weaknesses, that we see even in ourselves and each other as business partners. We’ve seen how they affect relationships, business and personal decisions, and the happiness and peace of mind in ourselves and our clients. We’ve learned that these very tendencies can make you, the entrepreneur and wealth builder, a superhero to many and your own worst enemy. Our goal is to share what we’ve learned and help you be a bit more cognizant of these patterns and how that might be in play in your business and personal life.”

Robert Balentine and Adrian Cronje, Ph.D.

First Generation Wealth

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.

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.

Adrian Cronje is Selected for Leadership Atlanta

As a member of the Class of 2026, Adrian will join fellow leaders in seminars, service projects, and hands-on experiences aimed at strengthening the metro Atlanta community.

Balentine Strengthens Succession Planning with Three New Principals

Matt, Mallorie, and Liz are shaping Balentine’s future—their promotion to Principal reflects rising talent and lasting vision.

Jon Bristow is Balentine's Head of Atlanta Wealth

With 25+ years of experience, Jon will lead efforts to deepen client relationships and deliver tailored wealth solutions.

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.

Balentine tree logo representing wealth management

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